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 | $29,253 | $80,968-63.9% | $96,544-69.7% | $75,163-61.1% |
| Participation rate | 64.7% | 71.8%-7.1pp | 76.0%-11.3pp | 67.2%-2.5pp |
| Annual return | 21.13% | 27.06%-5.9pp | 25.84%-4.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $789 | $2,282-65.4% | $2,965-73.4% | $2,670-70.5% |
| Participant deferral / active EE | $7,576 | $3,928+92.9% | $4,851+56.2% | $4,125+83.7% |
| Admin fee / account holder | $2,347 | $6,724-65.1% | $8,252-71.6% | $5,651-58.5% |