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 | $24,056 | $57,354-58.1% | $83,848-71.3% | $64,186-62.5% |
| Participation rate | 46.7% | 68.6%-21.9pp | 76.1%-29.5pp | 69.6%-22.9pp |
| Annual return | 3.81% | 11.38%-7.6pp | 850.88%-847.1pp | 7.63%-3.8pp |
| Employer contribution / active EE | $790 | $2,545-69.0% | $3,631-78.2% | $2,381-66.8% |
| Participant deferral / active EE | $3,159 | $2,993+5.5% | $4,082-22.6% | $3,470-8.9% |
| Admin fee / account holder | $1,585 | $4,046-60.8% | $5,478-71.1% | $4,888-67.6% |