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 | $21,816 | $48,076-54.6% | $78,689-72.3% | $62,891-65.3% |
| Participation rate | 32.0% | 65.2%-33.2pp | 73.6%-41.6pp | 69.3%-37.3pp |
| Annual return | 8.59% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $831 | $2,015-58.7% | $2,851-70.8% | $2,281-63.6% |
| Participant deferral / active EE | $2,232 | $2,588-13.7% | $3,517-36.5% | $3,203-30.3% |
| Admin fee / account holder | $899 | $3,207-72.0% | $4,510-80.1% | $4,296-79.1% |