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 | $57,798 | $63,861-9.5% | $104,607-44.7% | $79,858-27.6% |
| Participation rate | 47.5% | 64.9%-17.5pp | 74.1%-26.6pp | 69.6%-22.2pp |
| Annual return | 12.66% | 21.30%-8.6pp | 340.46%-327.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $455 | $1,588-71.3% | $2,681-83.0% | $2,471-81.6% |
| Participant deferral / active EE | $1,382 | $2,693-48.7% | $3,740-63.0% | $3,740-63.0% |
| Admin fee / account holder | $4,401 | $4,185+5.2% | $6,473-32.0% | $5,306-17.1% |