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 | $36,314 | $60,022-39.5% | $88,946-59.2% | $84,808-57.2% |
| Participation rate | 54.4% | 57.8%-3.4pp | 68.8%-14.4pp | 68.3%-13.9pp |
| Annual return | 17.46% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $307 | $1,703-81.9% | $2,555-88.0% | $2,631-88.3% |
| Participant deferral / active EE | $1,474 | $3,114-52.7% | $4,581-67.8% | $4,212-65.0% |
| Admin fee / account holder | $3,701 | $4,811-23.1% | $8,261-55.2% | $7,344-49.6% |