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 | $31,309 | $81,248-61.5% | $155,509-79.9% | $80,856-61.3% |
| Participation rate | 40.3% | 66.2%-25.9pp | 78.2%-37.9pp | 67.6%-27.3pp |
| Annual return | 15.16% | 33.31%-18.2pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $862 | $3,100-72.2% | $4,672-81.5% | $2,755-68.7% |
| Participant deferral / active EE | $2,150 | $3,452-37.7% | $5,626-61.8% | $4,296-49.9% |
| Admin fee / account holder | $722 | $7,997-91.0% | $15,912-95.5% | $6,918-89.6% |