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 | $23,657 | $81,248-70.9% | $155,509-84.8% | $80,856-70.7% |
| Participation rate | 41.9% | 66.2%-24.4pp | 78.2%-36.3pp | 67.6%-25.8pp |
| Annual return | 11.48% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $573 | $3,100-81.5% | $4,672-87.7% | $2,755-79.2% |
| Participant deferral / active EE | $1,334 | $3,452-61.3% | $5,626-76.3% | $4,296-68.9% |
| Admin fee / account holder | $4,806 | $7,997-39.9% | $15,912-69.8% | $6,918-30.5% |