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 | $50,051 | $79,449-37.0% | $189,557-73.6% | $85,850-41.7% |
| Participation rate | 31.0% | 66.0%-35.0pp | 78.4%-47.4pp | 69.3%-38.3pp |
| Annual return | 17.63% | 18.45%-0.8pp | 64.17%-46.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $401 | $2,081-80.7% | $4,412-90.9% | $2,565-84.4% |
| Participant deferral / active EE | $2,771 | $4,051-31.6% | $6,174-55.1% | $3,952-29.9% |
| Admin fee / account holder | $1,065 | $5,377-80.2% | $9,807-89.1% | $6,260-83.0% |