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 | $34,685 | $56,054-38.1% | $171,082-79.7% | $62,891-44.8% |
| Participation rate | 48.5% | 62.9%-14.4pp | 76.7%-28.2pp | 69.3%-20.8pp |
| Annual return | 6.08% | 22.52%-16.4pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $538 | $1,731-68.9% | $4,002-86.6% | $2,281-76.4% |
| Participant deferral / active EE | $1,202 | $3,158-61.9% | $4,797-75.0% | $3,203-62.5% |
| Admin fee / account holder | $620 | $3,647-83.0% | $8,520-92.7% | $4,296-85.6% |