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 | $31,710 | $80,717-60.7% | $154,803-79.5% | $84,808-62.6% |
| Participation rate | 52.1% | 66.8%-14.7pp | 78.1%-26.0pp | 68.3%-16.2pp |
| Annual return | 21.97% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $873 | $2,761-68.4% | $4,305-79.7% | $2,631-66.8% |
| Participant deferral / active EE | $1,424 | $3,303-56.9% | $5,540-74.3% | $4,212-66.2% |
| Admin fee / account holder | $1,404 | $6,746-79.2% | $14,329-90.2% | $7,344-80.9% |