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 | $29,308 | $49,915-41.3% | $154,803-81.1% | $74,304-60.6% |
| Participation rate | 27.3% | 54.0%-26.7pp | 78.1%-50.8pp | 60.3%-33.1pp |
| Annual return | 15.45% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $334 | $1,611-79.3% | $4,305-92.2% | $2,241-85.1% |
| Participant deferral / active EE | $917 | $2,255-59.3% | $5,540-83.5% | $3,767-75.7% |
| Admin fee / account holder | $1,796 | $2,189-18.0% | $14,329-87.5% | $2,969-39.5% |