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 | $19,521 | $35,183-44.5% | $73,545-73.5% | $70,131-72.2% |
| Participation rate | 56.3% | 42.9%+13.3pp | 54.9%+1.3pp | 69.5%-13.3pp |
| Annual return | 15.09% | 26.90%-11.8pp | -15.16%+30.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $291 | $709-58.9% | $1,219-76.1% | $2,342-87.6% |
| Participant deferral / active EE | $1,507 | $1,220+23.5% | $1,806-16.6% | $3,332-54.8% |
| Admin fee / account holder | $1,111 | $2,302-51.7% | $2,320-52.1% | $4,645-76.1% |