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 | $21,267 | $80,717-73.7% | $154,803-86.3% | $84,808-74.9% |
| Participation rate | 43.8% | 66.8%-23.1pp | 78.1%-34.3pp | 68.3%-24.6pp |
| Annual return | 15.73% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $359 | $2,761-87.0% | $4,305-91.7% | $2,631-86.4% |
| Participant deferral / active EE | $1,080 | $3,303-67.3% | $5,540-80.5% | $4,212-74.3% |
| Admin fee / account holder | $2,046 | $6,746-69.7% | $14,329-85.7% | $7,344-72.1% |