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 | $28,534 | $62,573-54.4% | $85,682-66.7% | $85,850-66.8% |
| Participation rate | 43.3% | 61.1%-17.8pp | 69.9%-26.5pp | 69.3%-26.0pp |
| Annual return | 14.59% | 23.77%-9.2pp | 21.49%-6.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $581 | $1,757-66.9% | $2,618-77.8% | $2,565-77.4% |
| Participant deferral / active EE | $2,270 | $2,802-19.0% | $3,923-42.1% | $3,952-42.5% |
| Admin fee / account holder | $685 | $4,640-85.2% | $6,873-90.0% | $6,260-89.1% |