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 | $34,771 | $72,277-51.9% | $101,248-65.7% | $79,858-56.5% |
| Participation rate | 30.4% | 68.5%-38.1pp | 75.8%-45.5pp | 69.6%-39.3pp |
| Annual return | 16.46% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $710 | $2,692-73.6% | $3,660-80.6% | $2,471-71.3% |
| Participant deferral / active EE | $2,274 | $3,282-30.7% | $4,370-48.0% | $3,740-39.2% |
| Admin fee / account holder | $7,221 | $4,400+64.1% | $5,945+21.4% | $5,306+36.1% |