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 | $36,190 | $74,927-51.7% | $101,794-64.4% | $84,808-57.3% |
| Participation rate | 42.2% | 61.4%-19.2pp | 69.2%-27.0pp | 68.3%-26.1pp |
| Annual return | 14.44% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $355 | $1,522-76.6% | $2,289-84.5% | $2,631-86.5% |
| Participant deferral / active EE | $2,275 | $3,099-26.6% | $4,084-44.3% | $4,212-46.0% |
| Admin fee / account holder | $3,528 | $6,514-45.8% | $8,777-59.8% | $7,344-52.0% |