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 | $11,942 | $40,256-70.3% | $57,343-79.2% | $59,632-80.0% |
| Participation rate | 45.0% | 69.2%-24.2pp | 75.1%-30.1pp | 68.7%-23.7pp |
| Annual return | 5.33% | 27.49%-22.2pp | 24.39%-19.1pp | 2041.28%-2036.0pp |
| Employer contribution / active EE | $480 | $1,922-75.0% | $2,689-82.1% | $2,203-78.2% |
| Participant deferral / active EE | $1,150 | $2,399-52.1% | $3,162-63.6% | $3,192-64.0% |
| Admin fee / account holder | $1,169 | $2,818-58.5% | $3,356-65.1% | $4,297-72.8% |