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 | $18,801 | $58,851-68.1% | $115,157-83.7% | $72,985-74.2% |
| Participation rate | 56.0% | 65.5%-9.5pp | 75.9%-19.9pp | 69.5%-13.5pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,022 | $1,798-43.2% | $3,179-67.8% | $2,440-58.1% |
| Participant deferral / active EE | $1,403 | $2,643-46.9% | $4,168-66.3% | $3,607-61.1% |
| Admin fee / account holder | $8,977 | $6,370+40.9% | $7,088+26.7% | $5,124+75.2% |