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 | $28,375 | $49,915-43.2% | $154,803-81.7% | $74,304-61.8% |
| Participation rate | 45.7% | 54.0%-8.3pp | 78.1%-32.4pp | 60.3%-14.7pp |
| Annual return | 12.41% | 34.06%-21.6pp | 58.88%-46.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $627 | $1,611-61.1% | $4,305-85.4% | $2,241-72.0% |
| Participant deferral / active EE | $815 | $2,255-63.8% | $5,540-85.3% | $3,767-78.4% |
| Admin fee / account holder | $479 | $2,189-78.1% | $14,329-96.7% | $2,969-83.9% |