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 | $16,144 | $81,248-80.1% | $155,509-89.6% | $80,856-80.0% |
| Participation rate | 69.0% | 66.2%+2.8pp | 78.2%-9.1pp | 67.6%+1.4pp |
| Annual return | 16.21% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $479 | $3,100-84.5% | $4,672-89.7% | $2,755-82.6% |
| Participant deferral / active EE | $1,545 | $3,452-55.2% | $5,626-72.5% | $4,296-64.0% |
| Admin fee / account holder | $714 | $7,997-91.1% | $15,912-95.5% | $6,918-89.7% |