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 | $33,066 | $46,869-29.5% | $122,332-73.0% | $70,131-52.9% |
| Participation rate | 42.1% | 58.2%-16.1pp | 71.6%-29.5pp | 69.5%-27.4pp |
| Annual return | 13.37% | 24.22%-10.8pp | 30.27%-16.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $512 | $1,288-60.2% | $4,050-87.4% | $2,342-78.1% |
| Participant deferral / active EE | $1,905 | $2,166-12.1% | $3,287-42.0% | $3,332-42.8% |
| Admin fee / account holder | $597 | $3,322-82.0% | $5,478-89.1% | $4,645-87.1% |