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 | $18,270 | $51,620-64.6% | $90,281-79.8% | $65,185-72.0% |
| Participation rate | 64.0% | 68.6%-4.6pp | 73.3%-9.3pp | 70.2%-6.2pp |
| Annual return | 20.26% | 24.94%-4.7pp | 78.10%-57.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $927 | $2,235-58.5% | $2,854-67.5% | $2,177-57.4% |
| Participant deferral / active EE | $1,278 | $2,871-55.5% | $3,885-67.1% | $3,514-63.6% |
| Admin fee / account holder | $1,367 | $384+255.7% | $5,351-74.5% | $847+61.4% |