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 | $30,829 | $56,317-45.3% | $71,209-56.7% | $74,304-58.5% |
| Participation rate | 30.5% | 55.1%-24.6pp | 73.8%-43.2pp | 60.3%-29.8pp |
| Annual return | 14.40% | 42.83%-28.4pp | 282.51%-268.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $897 | $2,160-58.5% | $2,721-67.0% | $2,241-60.0% |
| Participant deferral / active EE | $505 | $2,788-81.9% | $4,175-87.9% | $3,767-86.6% |
| Admin fee / account holder | $4,557 | $2,290+99.0% | $5,349-14.8% | $2,969+53.5% |