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 | $30,300 | $51,175-40.8% | $70,515-57.0% | $75,163-59.7% |
| Participation rate | 32.4% | 60.9%-28.5pp | 68.3%-35.9pp | 67.2%-34.8pp |
| Annual return | 16.08% | 30.02%-13.9pp | 32.77%-16.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $564 | $1,826-69.1% | $2,973-81.0% | $2,670-78.9% |
| Participant deferral / active EE | $1,618 | $2,849-43.2% | $4,567-64.6% | $4,125-60.8% |
| Admin fee / account holder | $3,161 | $4,091-22.7% | $6,412-50.7% | $5,651-44.1% |