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 | $21,775 | $45,035-51.6% | $62,995-65.4% | $70,131-69.0% |
| Participation rate | 61.5% | 69.5%-8.0pp | 74.8%-13.3pp | 69.5%-8.0pp |
| Annual return | 17.18% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $916 | $2,051-55.3% | $2,759-66.8% | $2,342-60.9% |
| Participant deferral / active EE | $1,994 | $2,465-19.1% | $3,329-40.1% | $3,332-40.1% |
| Admin fee / account holder | $401 | $2,834-85.9% | $3,600-88.9% | $4,645-91.4% |