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 | $19,348 | $43,327-55.3% | $59,878-67.7% | $64,186-69.9% |
| Participation rate | 51.7% | 69.2%-17.4pp | 74.7%-23.0pp | 69.6%-17.8pp |
| Annual return | 12.38% | -1.55%+13.9pp | 3.46%+8.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $520 | $2,028-74.4% | $2,722-80.9% | $2,381-78.2% |
| Participant deferral / active EE | $2,237 | $2,546-12.1% | $3,402-34.2% | $3,470-35.5% |
| Admin fee / account holder | $9,866 | $3,005+228.3% | $3,590+174.8% | $4,888+101.8% |