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 | $29,957 | $55,706-46.2% | $75,886-60.5% | $72,985-59.0% |
| Participation rate | 45.5% | 61.1%-15.7pp | 69.3%-23.8pp | 69.5%-24.0pp |
| Annual return | 23.30% | 27.59%-4.3pp | 30.76%-7.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $617 | $1,687-63.4% | $2,500-75.3% | $2,440-74.7% |
| Participant deferral / active EE | $1,128 | $2,634-57.2% | $3,603-68.7% | $3,607-68.7% |
| Admin fee / account holder | $926 | $3,978-76.7% | $5,418-82.9% | $5,124-81.9% |