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 | $22,984 | $81,248-71.7% | $155,509-85.2% | $80,856-71.6% |
| Participation rate | 68.8% | 66.2%+2.6pp | 78.2%-9.4pp | 67.6%+1.2pp |
| Annual return | 14.24% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $708 | $3,100-77.2% | $4,672-84.8% | $2,755-74.3% |
| Participant deferral / active EE | $1,108 | $3,452-67.9% | $5,626-80.3% | $4,296-74.2% |
| Admin fee / account holder | $544 | $7,997-93.2% | $15,912-96.6% | $6,918-92.1% |