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 | $39,477 | $78,422-49.7% | $95,952-58.9% | $79,858-50.6% |
| Participation rate | 46.0% | 73.5%-27.5pp | 77.1%-31.1pp | 69.6%-23.6pp |
| Annual return | 16.15% | 19.37%-3.2pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $896 | $1,945-54.0% | $2,541-64.8% | $2,471-63.8% |
| Participant deferral / active EE | $2,958 | $3,440-14.0% | $4,167-29.0% | $3,740-20.9% |
| Admin fee / account holder | $1,248 | $5,622-77.8% | $6,795-81.6% | $5,306-76.5% |