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 | $22,871 | $37,426-38.9% | $77,482-70.5% | $79,858-71.4% |
| Participation rate | 28.1% | 41.5%-13.4pp | 54.2%-26.1pp | 69.6%-41.5pp |
| Annual return | 15.82% | 39.70%-23.9pp | 54.79%-39.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $244 | $637-61.7% | $986-75.3% | $2,471-90.1% |
| Participant deferral / active EE | $940 | $1,260-25.4% | $1,861-49.5% | $3,740-74.9% |
| Admin fee / account holder | $735 | $2,504-70.6% | $2,858-74.3% | $5,306-86.1% |