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 | $21,350 | $95,266-77.6% | $82,389-74.1% | $142,382-85.0% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.5%-28.6pp | 80.1%-39.2pp |
| Annual return | 14.21% | 25.74%-11.5pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $876 | $2,991-70.7% | $2,517-65.2% | $4,299-79.6% |
| Participant deferral / active EE | $1,270 | $4,809-73.6% | $4,155-69.4% | $6,507-80.5% |
| Admin fee / account holder | $3,631 | $8,563-57.6% | $7,231-49.8% | $12,624-71.2% |