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 | $51,416 | $78,705-34.7% | $117,854-56.4% | $70,131-26.7% |
| Participation rate | 46.9% | 73.2%-26.3pp | 79.7%-32.8pp | 69.5%-22.7pp |
| Annual return | 21.53% | 23.30%-1.8pp | 335.08%-313.5pp | 73.14%-51.6pp |
| Employer contribution / active EE | $790 | $2,223-64.5% | $3,786-79.1% | $2,342-66.3% |
| Participant deferral / active EE | $3,234 | $3,297-1.9% | $4,482-27.8% | $3,332-2.9% |
| Admin fee / account holder | $677 | $5,065-86.6% | $8,020-91.6% | $4,645-85.4% |