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 | $42,627 | $107,452-60.3% | $91,541-53.4% | $142,382-70.1% |
| Participation rate | 30.0% | 75.1%-45.1pp | 69.8%-39.8pp | 80.1%-50.1pp |
| Annual return | 19.16% | 22.06%-2.9pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $425 | $2,994-85.8% | $2,505-83.0% | $4,299-90.1% |
| Participant deferral / active EE | $980 | $4,754-79.4% | $4,008-75.6% | $6,507-84.9% |
| Admin fee / account holder | $677 | $8,834-92.3% | $6,956-90.3% | $12,624-94.6% |