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 | $40,913 | $81,248-49.6% | $155,509-73.7% | $80,856-49.4% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.6%-37.6pp |
| Annual return | 12.00% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $745 | $3,100-76.0% | $4,672-84.1% | $2,755-72.9% |
| Participant deferral / active EE | $2,020 | $3,452-41.5% | $5,626-64.1% | $4,296-53.0% |
| Admin fee / account holder | $4,334 | $7,997-45.8% | $15,912-72.8% | $6,918-37.4% |