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 | $39,787 | $80,717-50.7% | $154,803-74.3% | $84,808-53.1% |
| Participation rate | 18.4% | 66.8%-48.4pp | 78.1%-59.7pp | 68.3%-49.9pp |
| Annual return | 17.57% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $506 | $2,761-81.7% | $4,305-88.3% | $2,631-80.8% |
| Participant deferral / active EE | $1,133 | $3,303-65.7% | $5,540-79.6% | $4,212-73.1% |
| Admin fee / account holder | $1,302 | $6,746-80.7% | $14,329-90.9% | $7,344-82.3% |