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 | $22,198 | $49,915-55.5% | $154,803-85.7% | $74,304-70.1% |
| Participation rate | 35.3% | 54.0%-18.7pp | 78.1%-42.8pp | 60.3%-25.1pp |
| Annual return | 14.98% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $416 | $1,611-74.2% | $4,305-90.3% | $2,241-81.4% |
| Participant deferral / active EE | $1,071 | $2,255-52.5% | $5,540-80.7% | $3,767-71.6% |
| Admin fee / account holder | $2,448 | $2,189+11.8% | $14,329-82.9% | $2,969-17.6% |