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 | $19,685 | $45,035-56.3% | $62,995-68.8% | $70,131-71.9% |
| Participation rate | 46.8% | 69.5%-22.7pp | 74.8%-28.0pp | 69.5%-22.7pp |
| Annual return | 14.50% | 18.76%-4.3pp | 87.57%-73.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $522 | $2,051-74.6% | $2,759-81.1% | $2,342-77.7% |
| Participant deferral / active EE | $3,913 | $2,465+58.8% | $3,329+17.5% | $3,332+17.5% |
| Admin fee / account holder | $4,650 | $2,834+64.1% | $3,600+29.2% | $4,645+0.1% |