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 | $17,103 | $96,956-82.4% | $70,014-75.6% | $273,961-93.8% |
| Participation rate | 58.3% | 77.1%-18.7pp | 71.8%-13.5pp | 83.0%-24.7pp |
| Annual return | 10.34% | 12.93%-2.6pp | 12.99%-2.6pp | 41.45%-31.1pp |
| Employer contribution / active EE | $825 | $3,316-75.1% | $2,338-64.7% | $4,869-83.1% |
| Participant deferral / active EE | $4,082 | $3,744+9.0% | $2,931+39.3% | $5,287-22.8% |
| Admin fee / account holder | $704 | $7,934-91.1% | $4,380-83.9% | $10,132-93.1% |