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 | $36,273 | $45,073-19.5% | $69,455-47.8% | $72,985-50.3% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.6%-37.1pp | 69.5%-32.0pp |
| Annual return | 21.18% | 22.65%-1.5pp | 28.97%-7.8pp | 81.00%-59.8pp |
| Employer contribution / active EE | $664 | $2,054-67.7% | $2,779-76.1% | $2,440-72.8% |
| Participant deferral / active EE | $934 | $2,602-64.1% | $3,535-73.6% | $3,607-74.1% |
| Admin fee / account holder | $807 | $3,056-73.6% | $3,839-79.0% | $5,124-84.2% |