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 | $31,899 | $49,915-36.1% | $154,803-79.4% | $74,304-57.1% |
| Participation rate | 39.2% | 54.0%-14.8pp | 78.1%-38.9pp | 60.3%-21.2pp |
| Annual return | 15.48% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $519 | $1,611-67.8% | $4,305-87.9% | $2,241-76.8% |
| Participant deferral / active EE | $1,151 | $2,255-48.9% | $5,540-79.2% | $3,767-69.4% |
| Admin fee / account holder | $3,274 | $2,189+49.6% | $14,329-77.2% | $2,969+10.3% |