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 | $28,463 | $54,705-48.0% | $71,209-60.0% | $84,808-66.4% |
| Participation rate | 24.2% | 64.1%-39.9pp | 73.8%-49.6pp | 68.3%-44.1pp |
| Annual return | 16.40% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $317 | $2,158-85.3% | $2,721-88.3% | $2,631-87.9% |
| Participant deferral / active EE | $1,029 | $3,030-66.0% | $4,175-75.3% | $4,212-75.6% |
| Admin fee / account holder | $1,843 | $4,863-62.1% | $5,349-65.5% | $7,344-74.9% |