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 | $17,019 | $61,272-72.2% | $149,673-88.6% | $71,457-76.2% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.1pp | 67.9%-20.3pp |
| Annual return | 16.21% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $561 | $2,378-76.4% | $4,818-88.4% | $2,588-78.3% |
| Participant deferral / active EE | $1,373 | $2,917-52.9% | $5,680-75.8% | $4,289-68.0% |
| Admin fee / account holder | $1,671 | $1,261+32.5% | $13,210-87.3% | $1,587+5.3% |