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 | $17,987 | $35,183-48.9% | $73,545-75.5% | $70,131-74.4% |
| Participation rate | 47.6% | 42.9%+4.7pp | 54.9%-7.3pp | 69.5%-21.9pp |
| Annual return | 20.46% | 26.90%-6.4pp | -15.16%+35.6pp | 73.14%-52.7pp |
| Employer contribution / active EE | $661 | $709-6.7% | $1,219-45.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,537 | $1,220+26.0% | $1,806-14.9% | $3,332-53.9% |
| Admin fee / account holder | $839 | $2,302-63.5% | $2,320-63.8% | $4,645-81.9% |