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 | $28,876 | $46,553-38.0% | $64,056-54.9% | $75,163-61.6% |
| Participation rate | 43.8% | 65.9%-22.2pp | 72.3%-28.6pp | 67.2%-23.4pp |
| Annual return | 15.05% | 26.03%-11.0pp | 33.69%-18.6pp | 160.62%-145.6pp |
| Employer contribution / active EE | $989 | $1,974-49.9% | $2,747-64.0% | $2,670-63.0% |
| Participant deferral / active EE | $2,243 | $2,837-20.9% | $3,880-42.2% | $4,125-45.6% |
| Admin fee / account holder | $2,063 | $2,952-30.1% | $3,068-32.7% | $5,651-63.5% |