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 | $29,546 | $45,035-34.4% | $62,995-53.1% | $70,131-57.9% |
| Participation rate | 30.8% | 69.5%-38.8pp | 74.8%-44.0pp | 69.5%-38.8pp |
| Annual return | 15.40% | 18.76%-3.4pp | 87.57%-72.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $438 | $2,051-78.7% | $2,759-84.1% | $2,342-81.3% |
| Participant deferral / active EE | $1,177 | $2,465-52.2% | $3,329-64.6% | $3,332-64.7% |
| Admin fee / account holder | $420 | $2,834-85.2% | $3,600-88.3% | $4,645-91.0% |