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 | $26,033 | $51,175-49.1% | $70,515-63.1% | $75,163-65.4% |
| Participation rate | 53.7% | 60.9%-7.2pp | 68.3%-14.6pp | 67.2%-13.5pp |
| Annual return | 17.04% | 30.02%-13.0pp | 32.77%-15.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $989 | $1,826-45.9% | $2,973-66.7% | $2,670-63.0% |
| Participant deferral / active EE | $1,986 | $2,849-30.3% | $4,567-56.5% | $4,125-51.9% |
| Admin fee / account holder | $421 | $4,091-89.7% | $6,412-93.4% | $5,651-92.5% |