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 | $19,706 | $91,190-78.4% | $178,490-89.0% | $79,858-75.3% |
| Participation rate | 41.0% | 69.2%-28.2pp | 81.9%-40.9pp | 69.6%-28.6pp |
| Annual return | 13.69% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $701 | $3,256-78.5% | $5,011-86.0% | $2,471-71.6% |
| Participant deferral / active EE | $2,282 | $3,236-29.5% | $5,202-56.1% | $3,740-39.0% |
| Admin fee / account holder | $2,517 | $6,751-62.7% | $13,984-82.0% | $5,306-52.6% |