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 | $11,287 | $37,426-69.8% | $77,482-85.4% | $79,858-85.9% |
| Participation rate | 51.4% | 41.5%+9.9pp | 54.2%-2.8pp | 69.6%-18.2pp |
| Annual return | 11.05% | 39.70%-28.6pp | 54.79%-43.7pp | 31.71%-20.7pp |
| Employer contribution / active EE | $572 | $637-10.1% | $986-42.0% | $2,471-76.8% |
| Participant deferral / active EE | $871 | $1,260-30.9% | $1,861-53.2% | $3,740-76.7% |
| Admin fee / account holder | $2,229 | $2,504-11.0% | $2,858-22.0% | $5,306-58.0% |