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 | $20,002 | $45,035-55.6% | $62,995-68.2% | $70,131-71.5% |
| Participation rate | 31.7% | 69.5%-37.8pp | 74.8%-43.1pp | 69.5%-37.8pp |
| Annual return | 24.88% | 18.76%+6.1pp | 87.57%-62.7pp | 73.14%-48.3pp |
| Employer contribution / active EE | $902 | $2,051-56.0% | $2,759-67.3% | $2,342-61.5% |
| Participant deferral / active EE | $1,423 | $2,465-42.3% | $3,329-57.3% | $3,332-57.3% |
| Admin fee / account holder | $409 | $2,834-85.6% | $3,600-88.6% | $4,645-91.2% |