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 | $52,605 | $63,299-16.9% | $91,001-42.2% | $62,292-15.6% |
| Participation rate | 55.4% | 73.3%-17.9pp | 75.6%-20.2pp | 69.5%-14.1pp |
| Annual return | 13.68% | 20.99%-7.3pp | 4.60%+9.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $665 | $1,807-63.2% | $2,456-72.9% | $2,042-67.4% |
| Participant deferral / active EE | $1,689 | $2,943-42.6% | $3,547-52.4% | $3,169-46.7% |
| Admin fee / account holder | $536 | $468+14.5% | $5,417-90.1% | $479+11.7% |