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 | $25,819 | $103,376-75.0% | $87,100-70.4% | $152,861-83.1% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.9%-19.7pp | 82.4%-25.3pp |
| Annual return | 22.34% | 28.10%-5.8pp | 28.19%-5.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $695 | $3,220-78.4% | $2,521-72.4% | $4,762-85.4% |
| Participant deferral / active EE | $5,696 | $4,778+19.2% | $4,049+40.7% | $5,850-2.6% |
| Admin fee / account holder | $6,698 | $12,205-45.1% | $7,497-10.7% | $11,596-42.2% |