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 | $28,795 | $49,227-41.5% | $70,449-59.1% | $79,858-63.9% |
| Participation rate | 55.0% | 69.2%-14.2pp | 75.1%-20.1pp | 69.6%-14.6pp |
| Annual return | 26.25% | 30.06%-3.8pp | 109.03%-82.8pp | 31.71%-5.5pp |
| Employer contribution / active EE | $958 | $2,099-54.3% | $2,737-65.0% | $2,471-61.2% |
| Participant deferral / active EE | $2,272 | $2,768-17.9% | $3,709-38.7% | $3,740-39.3% |
| Admin fee / account holder | $1,248 | $2,878-56.6% | $3,845-67.5% | $5,306-76.5% |