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 | $32,004 | $73,933-56.7% | $96,683-66.9% | $75,163-57.4% |
| Participation rate | 45.7% | 66.4%-20.7pp | 74.3%-28.6pp | 67.2%-21.5pp |
| Annual return | 16.63% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $820 | $2,928-72.0% | $3,737-78.0% | $2,670-69.3% |
| Participant deferral / active EE | $1,923 | $3,659-47.4% | $4,878-60.6% | $4,125-53.4% |
| Admin fee / account holder | $3,090 | $5,216-40.8% | $6,730-54.1% | $5,651-45.3% |