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 | $34,917 | $51,175-31.8% | $70,515-50.5% | $75,163-53.5% |
| Participation rate | 46.2% | 60.9%-14.8pp | 68.3%-22.2pp | 67.2%-21.0pp |
| Annual return | 23.00% | 30.02%-7.0pp | 32.77%-9.8pp | 160.62%-137.6pp |
| Employer contribution / active EE | $972 | $1,826-46.8% | $2,973-67.3% | $2,670-63.6% |
| Participant deferral / active EE | $2,035 | $2,849-28.6% | $4,567-55.4% | $4,125-50.7% |
| Admin fee / account holder | $597 | $4,091-85.4% | $6,412-90.7% | $5,651-89.4% |