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 | $41,639 | $72,277-42.4% | $101,248-58.9% | $79,858-47.9% |
| Participation rate | 41.0% | 68.5%-27.4pp | 75.8%-34.8pp | 69.6%-28.6pp |
| Annual return | 14.16% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $680 | $2,692-74.7% | $3,660-81.4% | $2,471-72.5% |
| Participant deferral / active EE | $1,717 | $3,282-47.7% | $4,370-60.7% | $3,740-54.1% |
| Admin fee / account holder | $2,095 | $4,400-52.4% | $5,945-64.8% | $5,306-60.5% |