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 | $23,899 | $55,706-57.1% | $75,886-68.5% | $72,985-67.3% |
| Participation rate | 56.0% | 61.1%-5.1pp | 69.3%-13.3pp | 69.5%-13.5pp |
| Annual return | 19.79% | 27.59%-7.8pp | 30.76%-11.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $883 | $1,687-47.6% | $2,500-64.7% | $2,440-63.8% |
| Participant deferral / active EE | $1,069 | $2,634-59.4% | $3,603-70.3% | $3,607-70.4% |
| Admin fee / account holder | $1,199 | $3,978-69.9% | $5,418-77.9% | $5,124-76.6% |