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 | $36,082 | $77,899-53.7% | $149,673-75.9% | $75,163-52.0% |
| Participation rate | 35.0% | 65.6%-30.6pp | 78.8%-43.8pp | 67.2%-32.2pp |
| Annual return | 17.62% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $591 | $3,137-81.2% | $4,818-87.7% | $2,670-77.9% |
| Participant deferral / active EE | $1,728 | $3,411-49.3% | $5,680-69.6% | $4,125-58.1% |
| Admin fee / account holder | $2,189 | $5,956-63.2% | $13,210-83.4% | $5,651-61.3% |