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 | $26,313 | $56,053-53.1% | $75,972-65.4% | $80,856-67.5% |
| Participation rate | 62.9% | 62.0%+0.8pp | 69.1%-6.2pp | 67.6%-4.8pp |
| Annual return | 17.91% | 20.53%-2.6pp | 359.55%-341.6pp | 35.59%-17.7pp |
| Employer contribution / active EE | $425 | $1,874-77.3% | $2,685-84.2% | $2,755-84.6% |
| Participant deferral / active EE | $2,858 | $3,052-6.4% | $4,255-32.8% | $4,296-33.5% |
| Admin fee / account holder | $1,877 | $5,234-64.1% | $6,467-71.0% | $6,918-72.9% |