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 | $51,964 | $65,365-20.5% | $92,893-44.1% | $72,985-28.8% |
| Participation rate | 36.6% | 68.3%-31.7pp | 76.0%-39.4pp | 69.5%-32.9pp |
| Annual return | 17.94% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $936 | $2,594-63.9% | $3,653-74.4% | $2,440-61.6% |
| Participant deferral / active EE | $1,655 | $3,128-47.1% | $4,236-60.9% | $3,607-54.1% |
| Admin fee / account holder | $1,428 | $4,251-66.4% | $5,794-75.4% | $5,124-72.1% |