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 | $31,778 | $65,041-51.1% | $90,951-65.1% | $79,858-60.2% |
| Participation rate | 47.5% | 61.6%-14.1pp | 69.0%-21.5pp | 69.6%-22.1pp |
| Annual return | 12.81% | 30.45%-17.6pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $513 | $1,247-58.8% | $2,122-75.8% | $2,471-79.2% |
| Participant deferral / active EE | $2,005 | $2,512-20.2% | $3,373-40.5% | $3,740-46.4% |
| Admin fee / account holder | $2,930 | $4,536-35.4% | $5,959-50.8% | $5,306-44.8% |