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 | $61,036 | $71,050-14.1% | $93,606-34.8% | $80,856-24.5% |
| Participation rate | 30.7% | 60.4%-29.7pp | 68.7%-38.1pp | 67.6%-37.0pp |
| Annual return | 16.29% | 11.26%+5.0pp | 133.20%-116.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,021 | $1,564-34.7% | $2,420-57.8% | $2,755-62.9% |
| Participant deferral / active EE | $1,526 | $4,034-62.2% | $4,411-65.4% | $4,296-64.5% |
| Admin fee / account holder | $3,580 | $6,945-48.5% | $8,285-56.8% | $6,918-48.3% |