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 | $30,873 | $54,762-43.6% | $90,281-65.8% | $72,985-57.7% |
| Participation rate | 58.2% | 65.1%-6.9pp | 73.3%-15.0pp | 69.5%-11.3pp |
| Annual return | 24.91% | 30.63%-5.7pp | 78.10%-53.2pp | 81.00%-56.1pp |
| Employer contribution / active EE | $949 | $2,092-54.6% | $2,854-66.7% | $2,440-61.1% |
| Participant deferral / active EE | $4,526 | $2,887+56.8% | $3,885+16.5% | $3,607+25.5% |
| Admin fee / account holder | $864 | $3,972-78.3% | $5,351-83.9% | $5,124-83.1% |