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 | $31,663 | $59,097-46.4% | $82,389-61.6% | $74,304-57.4% |
| Participation rate | 31.0% | 52.8%-21.7pp | 69.5%-38.5pp | 60.3%-29.3pp |
| Annual return | 16.26% | 22.85%-6.6pp | 28.67%-12.4pp | 29.43%-13.2pp |
| Employer contribution / active EE | $984 | $1,601-38.5% | $2,517-60.9% | $2,241-56.1% |
| Participant deferral / active EE | $1,481 | $2,775-46.6% | $4,155-64.3% | $3,767-60.7% |
| Admin fee / account holder | $1,074 | $4,489-76.1% | $7,231-85.2% | $2,969-63.8% |