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 | $28,524 | $90,503-68.5% | $78,689-63.8% | $273,961-89.6% |
| Participation rate | 52.4% | 76.5%-24.1pp | 73.6%-21.2pp | 83.0%-30.6pp |
| Annual return | 9.86% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $357 | $3,176-88.8% | $2,851-87.5% | $4,869-92.7% |
| Participant deferral / active EE | $1,775 | $3,901-54.5% | $3,517-49.5% | $5,287-66.4% |
| Admin fee / account holder | $1,029 | $5,263-80.4% | $4,510-77.2% | $10,132-89.8% |