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 | $21,320 | $41,377-48.5% | $109,313-80.5% | $62,891-66.1% |
| Participation rate | 60.0% | 57.5%+2.5pp | 71.3%-11.3pp | 69.3%-9.3pp |
| Annual return | 6.71% | 11.05%-4.3pp | 22.07%-15.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $333 | $1,276-73.9% | $3,892-91.4% | $2,281-85.4% |
| Participant deferral / active EE | $942 | $2,045-54.0% | $3,166-70.3% | $3,203-70.6% |
| Admin fee / account holder | $480 | $2,884-83.4% | $5,666-91.5% | $4,296-88.8% |