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 | $24,114 | $59,101-59.2% | $77,163-68.7% | $75,163-67.9% |
| Participation rate | 25.7% | 63.9%-38.2pp | 69.6%-43.9pp | 67.2%-41.5pp |
| Annual return | 26.13% | 26.71%-0.6pp | 37.87%-11.7pp | 160.62%-134.5pp |
| Employer contribution / active EE | $664 | $1,995-66.7% | $2,535-73.8% | $2,670-75.1% |
| Participant deferral / active EE | $1,054 | $2,999-64.8% | $3,833-72.5% | $4,125-74.4% |
| Admin fee / account holder | $2,262 | $4,774-52.6% | $5,472-58.7% | $5,651-60.0% |