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 | $37,477 | $53,777-30.3% | $134,143-72.1% | $79,858-53.1% |
| Participation rate | 48.3% | 58.8%-10.4pp | 72.2%-23.8pp | 69.6%-21.3pp |
| Annual return | 14.67% | 19.01%-4.3pp | 36.33%-21.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $729 | $1,321-44.8% | $3,704-80.3% | $2,471-70.5% |
| Participant deferral / active EE | $1,115 | $2,420-53.9% | $3,499-68.1% | $3,740-70.2% |
| Admin fee / account holder | $691 | $3,984-82.7% | $6,684-89.7% | $5,306-87.0% |