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 | $33,016 | $46,869-29.6% | $122,332-73.0% | $70,131-52.9% |
| Participation rate | 64.7% | 58.2%+6.5pp | 71.6%-6.9pp | 69.5%-4.8pp |
| Annual return | 16.88% | 24.22%-7.3pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $825 | $1,288-35.9% | $4,050-79.6% | $2,342-64.8% |
| Participant deferral / active EE | $1,796 | $2,166-17.1% | $3,287-45.4% | $3,332-46.1% |
| Admin fee / account holder | $2,886 | $3,322-13.1% | $5,478-47.3% | $4,645-37.9% |