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 | $19,015 | $45,035-57.8% | $62,995-69.8% | $70,131-72.9% |
| Participation rate | 43.5% | 69.5%-26.0pp | 74.8%-31.3pp | 69.5%-26.1pp |
| Annual return | 20.23% | 18.76%+1.5pp | 87.57%-67.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $691 | $2,051-66.3% | $2,759-75.0% | $2,342-70.5% |
| Participant deferral / active EE | $1,767 | $2,465-28.3% | $3,329-46.9% | $3,332-47.0% |
| Admin fee / account holder | $664 | $2,834-76.6% | $3,600-81.6% | $4,645-85.7% |