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 | $19,478 | $56,053-65.3% | $75,972-74.4% | $80,856-75.9% |
| Participation rate | 48.5% | 62.0%-13.5pp | 69.1%-20.6pp | 67.6%-19.2pp |
| Annual return | 11.96% | 20.53%-8.6pp | 359.55%-347.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $949 | $1,874-49.4% | $2,685-64.7% | $2,755-65.6% |
| Participant deferral / active EE | $1,554 | $3,052-49.1% | $4,255-63.5% | $4,296-63.8% |
| Admin fee / account holder | $2,446 | $5,234-53.3% | $6,467-62.2% | $6,918-64.6% |