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 | $31,500 | $37,426-15.8% | $77,482-59.3% | $79,858-60.6% |
| Participation rate | 32.4% | 41.5%-9.2pp | 54.2%-21.8pp | 69.6%-37.3pp |
| Annual return | 24.42% | 39.70%-15.3pp | 54.79%-30.4pp | 31.71%-7.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $747 | $1,260-40.7% | $1,861-59.9% | $3,740-80.0% |
| Admin fee / account holder | $1,364 | $2,504-45.5% | $2,858-52.3% | $5,306-74.3% |