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 | $15,317 | $55,706-72.5% | $75,886-79.8% | $72,985-79.0% |
| Participation rate | 39.8% | 61.1%-21.4pp | 69.3%-29.5pp | 69.5%-29.7pp |
| Annual return | 23.98% | 27.59%-3.6pp | 30.76%-6.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $315 | $1,687-81.3% | $2,500-87.4% | $2,440-87.1% |
| Participant deferral / active EE | $1,208 | $2,634-54.1% | $3,603-66.5% | $3,607-66.5% |
| Admin fee / account holder | $2,746 | $3,978-31.0% | $5,418-49.3% | $5,124-46.4% |