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 | $16,442 | $52,580-68.7% | $71,671-77.1% | $70,131-76.6% |
| Participation rate | 48.1% | 60.9%-12.7pp | 68.7%-20.6pp | 69.5%-21.4pp |
| Annual return | 23.53% | 20.25%+3.3pp | 20.65%+2.9pp | 73.14%-49.6pp |
| Employer contribution / active EE | $296 | $1,616-81.7% | $2,460-88.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,075 | $2,386-55.0% | $3,438-68.7% | $3,332-67.7% |
| Admin fee / account holder | $1,961 | $3,653-46.3% | $5,558-64.7% | $4,645-57.8% |