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 | $21,629 | $69,515-68.9% | $86,874-75.1% | $85,850-74.8% |
| Participation rate | 63.8% | 66.3%-2.5pp | 71.6%-7.8pp | 69.3%-5.5pp |
| Annual return | 15.04% | 20.12%-5.1pp | 63.52%-48.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $682 | $1,880-63.7% | $2,495-72.7% | $2,565-73.4% |
| Participant deferral / active EE | $2,351 | $2,919-19.4% | $3,699-36.4% | $3,952-40.5% |
| Admin fee / account holder | $1,541 | $5,972-74.2% | $5,828-73.6% | $6,260-75.4% |