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 | $20,350 | $49,915-59.2% | $154,803-86.9% | $74,304-72.6% |
| Participation rate | 62.5% | 54.0%+8.5pp | 78.1%-15.6pp | 60.3%+2.2pp |
| Annual return | 12.94% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $322 | $1,611-80.0% | $4,305-92.5% | $2,241-85.7% |
| Participant deferral / active EE | $879 | $2,255-61.0% | $5,540-84.1% | $3,767-76.7% |
| Admin fee / account holder | $821 | $2,189-62.5% | $14,329-94.3% | $2,969-72.4% |