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 | $33,023 | $54,705-39.6% | $71,209-53.6% | $84,808-61.1% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.8%-13.8pp | 68.3%-8.3pp |
| Annual return | 17.08% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $745 | $2,158-65.5% | $2,721-72.6% | $2,631-71.7% |
| Participant deferral / active EE | $1,322 | $3,030-56.4% | $4,175-68.3% | $4,212-68.6% |
| Admin fee / account holder | $2,179 | $4,863-55.2% | $5,349-59.3% | $7,344-70.3% |