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 | $34,093 | $54,762-37.7% | $90,281-62.2% | $72,985-53.3% |
| Participation rate | 34.4% | 65.1%-30.8pp | 73.3%-38.9pp | 69.5%-35.1pp |
| Annual return | 26.42% | 30.63%-4.2pp | 78.10%-51.7pp | 81.00%-54.6pp |
| Employer contribution / active EE | $446 | $2,092-78.7% | $2,854-84.4% | $2,440-81.7% |
| Participant deferral / active EE | $1,254 | $2,887-56.6% | $3,885-67.7% | $3,607-65.2% |
| Admin fee / account holder | $2,055 | $3,972-48.3% | $5,351-61.6% | $5,124-59.9% |