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 | $37,545 | $81,248-53.8% | $155,509-75.9% | $80,856-53.6% |
| Participation rate | 40.5% | 66.2%-25.8pp | 78.2%-37.7pp | 67.6%-27.2pp |
| Annual return | 12.36% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $805 | $3,100-74.0% | $4,672-82.8% | $2,755-70.8% |
| Participant deferral / active EE | $2,491 | $3,452-27.8% | $5,626-55.7% | $4,296-42.0% |
| Admin fee / account holder | $4,304 | $7,997-46.2% | $15,912-73.0% | $6,918-37.8% |