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 | $33,592 | $37,426-10.2% | $77,482-56.6% | $79,858-57.9% |
| Participation rate | 49.4% | 41.5%+7.8pp | 54.2%-4.8pp | 69.6%-20.3pp |
| Annual return | 11.79% | 39.70%-27.9pp | 54.79%-43.0pp | 31.71%-19.9pp |
| Employer contribution / active EE | $425 | $637-33.2% | $986-56.9% | $2,471-82.8% |
| Participant deferral / active EE | $1,088 | $1,260-13.7% | $1,861-41.6% | $3,740-70.9% |
| Admin fee / account holder | $2,874 | $2,504+14.8% | $2,858+0.6% | $5,306-45.8% |