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 | $27,483 | $54,762-49.8% | $90,281-69.6% | $72,985-62.3% |
| Participation rate | 42.9% | 65.1%-22.3pp | 73.3%-30.4pp | 69.5%-26.6pp |
| Annual return | 19.16% | 30.63%-11.5pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,049 | $2,092-49.9% | $2,854-63.2% | $2,440-57.0% |
| Participant deferral / active EE | $1,424 | $2,887-50.7% | $3,885-63.4% | $3,607-60.5% |
| Admin fee / account holder | $2,047 | $3,972-48.5% | $5,351-61.8% | $5,124-60.1% |