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 | $21,261 | $54,541-61.0% | $78,778-73.0% | $70,131-69.7% |
| Participation rate | 28.3% | 60.8%-32.5pp | 69.2%-40.9pp | 69.5%-41.3pp |
| Annual return | 14.40% | 21.07%-6.7pp | 35.62%-21.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $548 | $1,089-49.6% | $1,986-72.4% | $2,342-76.6% |
| Participant deferral / active EE | $1,293 | $2,210-41.5% | $2,958-56.3% | $3,332-61.2% |
| Admin fee / account holder | $1,571 | $3,709-57.6% | $5,134-69.4% | $4,645-66.2% |