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 | $26,029 | $47,848-45.6% | $81,478-68.1% | $70,131-62.9% |
| Participation rate | 36.8% | 58.3%-21.5pp | 68.0%-31.2pp | 69.5%-32.8pp |
| Annual return | 16.13% | 27.25%-11.1pp | 38.78%-22.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $931 | $1,527-39.0% | $2,568-63.7% | $2,342-60.2% |
| Participant deferral / active EE | $2,420 | $2,453-1.4% | $3,537-31.6% | $3,332-27.4% |
| Admin fee / account holder | $517 | $3,145-83.6% | $4,561-88.7% | $4,645-88.9% |