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 | $31,557 | $74,927-57.9% | $101,794-69.0% | $84,808-62.8% |
| Participation rate | 63.6% | 61.4%+2.2pp | 69.2%-5.5pp | 68.3%-4.7pp |
| Annual return | 16.12% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $588 | $1,522-61.4% | $2,289-74.3% | $2,631-77.7% |
| Participant deferral / active EE | $1,559 | $3,099-49.7% | $4,084-61.8% | $4,212-63.0% |
| Admin fee / account holder | $4,025 | $6,514-38.2% | $8,777-54.1% | $7,344-45.2% |