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 | $30,860 | $80,717-61.8% | $154,803-80.1% | $84,808-63.6% |
| Participation rate | 34.5% | 66.8%-32.3pp | 78.1%-43.6pp | 68.3%-33.8pp |
| Annual return | 15.29% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $335 | $2,761-87.9% | $4,305-92.2% | $2,631-87.3% |
| Participant deferral / active EE | $978 | $3,303-70.4% | $5,540-82.4% | $4,212-76.8% |
| Admin fee / account holder | $501 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |