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 | $48,895 | $32,037+52.6% | $69,182-29.3% | $62,891-22.3% |
| Participation rate | 15.2% | 43.4%-28.3pp | 55.1%-40.0pp | 69.3%-54.2pp |
| Annual return | 9.95% | 15.16%-5.2pp | -21.93%+31.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $271 | $679-60.1% | $1,206-77.5% | $2,281-88.1% |
| Participant deferral / active EE | $1,101 | $1,185-7.1% | $1,897-41.9% | $3,203-65.6% |
| Admin fee / account holder | $398 | $2,608-84.7% | $2,697-85.2% | $4,296-90.7% |