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 | $22,923 | $46,869-51.1% | $122,332-81.3% | $70,131-67.3% |
| Participation rate | 38.1% | 58.2%-20.1pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 14.36% | 24.22%-9.9pp | 30.27%-15.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $455 | $1,288-64.7% | $4,050-88.8% | $2,342-80.6% |
| Participant deferral / active EE | $847 | $2,166-60.9% | $3,287-74.2% | $3,332-74.6% |
| Admin fee / account holder | $2,343 | $3,322-29.5% | $5,478-57.2% | $4,645-49.6% |