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 | $39,314 | $215,361-81.7% | $171,082-77.0% | $273,961-85.6% |
| Participation rate | 58.8% | 82.0%-23.2pp | 76.7%-17.9pp | 83.0%-24.2pp |
| Annual return | 6.95% | 25.14%-18.2pp | 32.56%-25.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $936 | $4,967-81.1% | $4,002-76.6% | $4,869-80.8% |
| Participant deferral / active EE | $1,384 | $5,543-75.0% | $4,797-71.2% | $5,287-73.8% |
| Admin fee / account holder | $3,081 | $10,846-71.6% | $8,520-63.8% | $10,132-69.6% |