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 | $28,902 | $72,492-60.1% | $87,100-66.8% | $72,985-60.4% |
| Participation rate | 47.5% | 72.8%-25.3pp | 76.9%-29.4pp | 69.5%-22.0pp |
| Annual return | 24.04% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $967 | $1,894-49.0% | $2,521-61.7% | $2,440-60.4% |
| Participant deferral / active EE | $1,535 | $3,270-53.0% | $4,049-62.1% | $3,607-57.4% |
| Admin fee / account holder | $2,072 | $5,055-59.0% | $7,497-72.4% | $5,124-59.6% |