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 | $27,022 | $72,012-62.5% | $185,823-85.5% | $79,858-66.2% |
| Participation rate | 51.0% | 65.8%-14.8pp | 78.0%-27.0pp | 69.6%-18.7pp |
| Annual return | 15.86% | 23.12%-7.3pp | 35.95%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $465 | $1,965-76.3% | $4,087-88.6% | $2,471-81.2% |
| Participant deferral / active EE | $2,554 | $3,779-32.4% | $5,632-54.7% | $3,740-31.7% |
| Admin fee / account holder | $3,841 | $4,513-14.9% | $9,500-59.6% | $5,306-27.6% |