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 | $37,321 | $72,277-48.4% | $101,248-63.1% | $79,858-53.3% |
| Participation rate | 34.0% | 68.5%-34.4pp | 75.8%-41.8pp | 69.6%-35.6pp |
| Annual return | 18.89% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $867 | $2,692-67.8% | $3,660-76.3% | $2,471-64.9% |
| Participant deferral / active EE | $1,926 | $3,282-41.3% | $4,370-55.9% | $3,740-48.5% |
| Admin fee / account holder | $1,051 | $4,400-76.1% | $5,945-82.3% | $5,306-80.2% |