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 | $43,084 | $106,515-59.6% | $96,683-55.4% | $139,434-69.1% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 16.23% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,749 | $4,103-57.4% | $3,737-53.2% | $4,751-63.2% |
| Participant deferral / active EE | $5,113 | $5,454-6.2% | $4,878+4.8% | $6,710-23.8% |
| Admin fee / account holder | $460 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |