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 | $33,641 | $80,717-58.3% | $154,803-78.3% | $84,808-60.3% |
| Participation rate | 39.5% | 66.8%-27.3pp | 78.1%-38.6pp | 68.3%-28.8pp |
| Annual return | 16.33% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $719 | $2,761-74.0% | $4,305-83.3% | $2,631-72.7% |
| Participant deferral / active EE | $4,905 | $3,303+48.5% | $5,540-11.5% | $4,212+16.5% |
| Admin fee / account holder | $6,354 | $6,746-5.8% | $14,329-55.7% | $7,344-13.5% |