See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,400 | $80,717-42.5% | $154,803-70.0% | $84,808-45.3% |
| Participation rate | 34.8% | 66.8%-32.0pp | 78.1%-43.3pp | 68.3%-33.5pp |
| Annual return | 22.31% | 37.96%-15.6pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $529 | $2,761-80.8% | $4,305-87.7% | $2,631-79.9% |
| Participant deferral / active EE | $2,526 | $3,303-23.5% | $5,540-54.4% | $4,212-40.0% |
| Admin fee / account holder | $533 | $6,746-92.1% | $14,329-96.3% | $7,344-92.7% |