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 | $32,094 | $48,795-34.2% | $65,493-51.0% | $84,808-62.2% |
| Participation rate | 64.0% | 67.0%-3.0pp | 73.1%-9.1pp | 68.3%-4.3pp |
| Annual return | 11.70% | 20.20%-8.5pp | 982.45%-970.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $525 | $1,930-72.8% | $2,574-79.6% | $2,631-80.0% |
| Participant deferral / active EE | $1,127 | $2,928-61.5% | $3,961-71.5% | $4,212-73.2% |
| Admin fee / account holder | $4,389 | $3,877+13.2% | $5,028-12.7% | $7,344-40.2% |