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 | $20,378 | $81,248-74.9% | $155,509-86.9% | $80,856-74.8% |
| Participation rate | 56.5% | 66.2%-9.7pp | 78.2%-21.7pp | 67.6%-11.1pp |
| Annual return | 12.62% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $725 | $3,100-76.6% | $4,672-84.5% | $2,755-73.7% |
| Participant deferral / active EE | $1,141 | $3,452-67.0% | $5,626-79.7% | $4,296-73.4% |
| Admin fee / account holder | $3,447 | $7,997-56.9% | $15,912-78.3% | $6,918-50.2% |