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 | $20,397 | $54,762-62.8% | $90,281-77.4% | $72,985-72.1% |
| Participation rate | 45.1% | 65.1%-20.0pp | 73.3%-28.2pp | 69.5%-24.4pp |
| Annual return | 23.77% | 30.63%-6.9pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,295 | $2,092-38.1% | $2,854-54.6% | $2,440-46.9% |
| Participant deferral / active EE | $1,652 | $2,887-42.8% | $3,885-57.5% | $3,607-54.2% |
| Admin fee / account holder | $319 | $3,972-92.0% | $5,351-94.0% | $5,124-93.8% |