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 | $31,179 | $87,013-64.2% | $106,213-70.6% | $80,856-61.4% |
| Participation rate | 48.9% | 70.4%-21.5pp | 75.3%-26.3pp | 67.6%-18.7pp |
| Annual return | 11.35% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $749 | $2,395-68.7% | $3,171-76.4% | $2,755-72.8% |
| Participant deferral / active EE | $4,977 | $3,986+24.9% | $5,016-0.8% | $4,296+15.9% |
| Admin fee / account holder | $1,271 | $8,431-84.9% | $11,033-88.5% | $6,918-81.6% |