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 | $38,881 | $49,915-22.1% | $154,803-74.9% | $74,304-47.7% |
| Participation rate | 23.5% | 54.0%-30.4pp | 78.1%-54.5pp | 60.3%-36.8pp |
| Annual return | 16.01% | 34.06%-18.0pp | 58.88%-42.9pp | 29.43%-13.4pp |
| Employer contribution / active EE | $347 | $1,611-78.5% | $4,305-91.9% | $2,241-84.5% |
| Participant deferral / active EE | $885 | $2,255-60.8% | $5,540-84.0% | $3,767-76.5% |
| Admin fee / account holder | $2,807 | $2,189+28.3% | $14,329-80.4% | $2,969-5.4% |