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 | $39,967 | $80,717-50.5% | $154,803-74.2% | $84,808-52.9% |
| Participation rate | 45.6% | 66.8%-21.2pp | 78.1%-32.5pp | 68.3%-22.7pp |
| Annual return | 18.25% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $895 | $2,761-67.6% | $4,305-79.2% | $2,631-66.0% |
| Participant deferral / active EE | $1,924 | $3,303-41.8% | $5,540-65.3% | $4,212-54.3% |
| Admin fee / account holder | $396 | $6,746-94.1% | $14,329-97.2% | $7,344-94.6% |