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 | $31,681 | $52,279-39.4% | $89,391-64.6% | $79,858-60.3% |
| Participation rate | 52.0% | 57.5%-5.5pp | 68.0%-16.0pp | 69.6%-17.6pp |
| Annual return | 15.17% | 22.16%-7.0pp | 245.62%-230.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $894 | $1,572-43.1% | $2,586-65.4% | $2,471-63.8% |
| Participant deferral / active EE | $2,463 | $2,740-10.1% | $3,890-36.7% | $3,740-34.1% |
| Admin fee / account holder | $1,929 | $3,356-42.5% | $4,881-60.5% | $5,306-63.6% |