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 | $14,692 | $37,426-60.7% | $77,482-81.0% | $79,858-81.6% |
| Participation rate | 42.3% | 41.5%+0.7pp | 54.2%-11.9pp | 69.6%-27.4pp |
| Annual return | 20.29% | 39.70%-19.4pp | 54.79%-34.5pp | 31.71%-11.4pp |
| Employer contribution / active EE | $726 | $637+14.1% | $986-26.4% | $2,471-70.6% |
| Participant deferral / active EE | $1,110 | $1,260-11.9% | $1,861-40.4% | $3,740-70.3% |
| Admin fee / account holder | $704 | $2,504-71.9% | $2,858-75.4% | $5,306-86.7% |