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 | $37,802 | $54,541-30.7% | $78,778-52.0% | $70,131-46.1% |
| Participation rate | 44.3% | 60.8%-16.5pp | 69.2%-24.9pp | 69.5%-25.2pp |
| Annual return | 16.42% | 21.07%-4.7pp | 35.62%-19.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $411 | $1,089-62.2% | $1,986-79.3% | $2,342-82.4% |
| Participant deferral / active EE | $1,872 | $2,210-15.3% | $2,958-36.7% | $3,332-43.8% |
| Admin fee / account holder | $971 | $3,709-73.8% | $5,134-81.1% | $4,645-79.1% |