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 | $35,501 | $77,899-54.4% | $149,673-76.3% | $75,163-52.8% |
| Participation rate | 62.1% | 65.6%-3.5pp | 78.8%-16.7pp | 67.2%-5.1pp |
| Annual return | 17.49% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $674 | $3,137-78.5% | $4,818-86.0% | $2,670-74.8% |
| Participant deferral / active EE | $1,820 | $3,411-46.7% | $5,680-68.0% | $4,125-55.9% |
| Admin fee / account holder | $429 | $5,956-92.8% | $13,210-96.8% | $5,651-92.4% |