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 | $42,354 | $55,706-24.0% | $75,886-44.2% | $72,985-42.0% |
| Participation rate | 18.8% | 61.1%-42.3pp | 69.3%-50.4pp | 69.5%-50.6pp |
| Annual return | 25.11% | 27.59%-2.5pp | 30.76%-5.6pp | 81.00%-55.9pp |
| Employer contribution / active EE | $354 | $1,687-79.0% | $2,500-85.8% | $2,440-85.5% |
| Participant deferral / active EE | $1,236 | $2,634-53.1% | $3,603-65.7% | $3,607-65.7% |
| Admin fee / account holder | $1,001 | $3,978-74.8% | $5,418-81.5% | $5,124-80.5% |