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 | $12,676 | $47,848-73.5% | $81,478-84.4% | $70,131-81.9% |
| Participation rate | 46.7% | 58.3%-11.6pp | 68.0%-21.3pp | 69.5%-22.9pp |
| Annual return | 19.29% | 27.25%-8.0pp | 38.78%-19.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $441 | $1,527-71.1% | $2,568-82.8% | $2,342-81.2% |
| Participant deferral / active EE | $969 | $2,453-60.5% | $3,537-72.6% | $3,332-70.9% |
| Admin fee / account holder | $3,003 | $3,145-4.5% | $4,561-34.2% | $4,645-35.4% |