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 | $29,067 | $48,750-40.4% | $88,946-67.3% | $74,304-60.9% |
| Participation rate | 24.0% | 44.5%-20.5pp | 68.8%-44.9pp | 60.3%-36.4pp |
| Annual return | 14.72% | 25.91%-11.2pp | 57.82%-43.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $327 | $1,255-73.9% | $2,555-87.2% | $2,241-85.4% |
| Participant deferral / active EE | $1,044 | $2,423-56.9% | $4,581-77.2% | $3,767-72.3% |
| Admin fee / account holder | $6,554 | $3,756+74.5% | $8,261-20.7% | $2,969+120.8% |