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 | $21,483 | $37,426-42.6% | $77,482-72.3% | $79,858-73.1% |
| Participation rate | 37.7% | 41.5%-3.8pp | 54.2%-16.5pp | 69.6%-32.0pp |
| Annual return | 14.37% | 39.70%-25.3pp | 54.79%-40.4pp | 31.71%-17.3pp |
| Employer contribution / active EE | $275 | $637-56.8% | $986-72.1% | $2,471-88.9% |
| Participant deferral / active EE | $545 | $1,260-56.8% | $1,861-70.7% | $3,740-85.4% |
| Admin fee / account holder | $2,418 | $2,504-3.5% | $2,858-15.4% | $5,306-54.4% |