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 | $16,622 | $45,073-63.1% | $69,455-76.1% | $72,985-77.2% |
| Participation rate | 31.3% | 68.5%-37.2pp | 74.6%-43.4pp | 69.5%-38.2pp |
| Annual return | 5.82% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.2pp |
| Employer contribution / active EE | $553 | $2,054-73.1% | $2,779-80.1% | $2,440-77.3% |
| Participant deferral / active EE | $1,088 | $2,602-58.2% | $3,535-69.2% | $3,607-69.9% |
| Admin fee / account holder | $1,232 | $3,056-59.7% | $3,839-67.9% | $5,124-76.0% |