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 8-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 | $39,119 | $72,277-45.9% | $101,248-61.4% | $79,858-51.0% |
| Participation rate | 15.9% | 68.5%-52.5pp | 75.8%-59.9pp | 69.6%-53.7pp |
| Annual return | 20.04% | 22.30%-2.3pp | 46.47%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $659 | $2,692-75.5% | $3,660-82.0% | $2,471-73.3% |
| Participant deferral / active EE | $1,467 | $3,282-55.3% | $4,370-66.4% | $3,740-60.8% |
| Admin fee / account holder | $475 | $4,400-89.2% | $5,945-92.0% | $5,306-91.0% |