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 | $18,144 | $63,764-71.5% | $81,930-77.9% | $79,858-77.3% |
| Participation rate | 46.1% | 67.5%-21.4pp | 72.0%-25.9pp | 69.6%-23.6pp |
| Annual return | 23.22% | 22.66%+0.6pp | 29.49%-6.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $833 | $1,795-53.6% | $4,310-80.7% | $2,471-66.3% |
| Participant deferral / active EE | $1,390 | $2,780-50.0% | $7,107-80.4% | $3,740-62.8% |
| Admin fee / account holder | $1,213 | $4,426-72.6% | $5,158-76.5% | $5,306-77.1% |