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 | $22,797 | $60,892-62.6% | $82,389-72.3% | $84,808-73.1% |
| Participation rate | 65.9% | 63.3%+2.6pp | 69.5%-3.7pp | 68.3%-2.5pp |
| Annual return | 13.16% | 37.29%-24.1pp | 28.67%-15.5pp | 40.90%-27.7pp |
| Employer contribution / active EE | $974 | $1,779-45.3% | $2,517-61.3% | $2,631-63.0% |
| Participant deferral / active EE | $2,548 | $3,179-19.8% | $4,155-38.7% | $4,212-39.5% |
| Admin fee / account holder | $2,532 | $5,467-53.7% | $7,231-65.0% | $7,344-65.5% |