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 | $23,562 | $53,777-56.2% | $134,143-82.4% | $79,858-70.5% |
| Participation rate | 53.3% | 58.8%-5.4pp | 72.2%-18.8pp | 69.6%-16.3pp |
| Annual return | 17.69% | 19.01%-1.3pp | 36.33%-18.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $928 | $1,321-29.8% | $3,704-75.0% | $2,471-62.5% |
| Participant deferral / active EE | $1,263 | $2,420-47.8% | $3,499-63.9% | $3,740-66.2% |
| Admin fee / account holder | $782 | $3,984-80.4% | $6,684-88.3% | $5,306-85.3% |