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 | $24,931 | $81,248-69.3% | $155,509-84.0% | $80,856-69.2% |
| Participation rate | 61.4% | 66.2%-4.9pp | 78.2%-16.8pp | 67.6%-6.3pp |
| Annual return | 12.53% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,364 | $3,100-56.0% | $4,672-70.8% | $2,755-50.5% |
| Participant deferral / active EE | $3,942 | $3,452+14.2% | $5,626-29.9% | $4,296-8.2% |
| Admin fee / account holder | $1,754 | $7,997-78.1% | $15,912-89.0% | $6,918-74.6% |