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 | $38,878 | $64,480-39.7% | $81,382-52.2% | $80,856-51.9% |
| Participation rate | 27.5% | 63.9%-36.3pp | 69.5%-41.9pp | 67.6%-40.1pp |
| Annual return | 15.89% | 16.34%-0.5pp | 24.73%-8.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $975 | $1,978-50.7% | $2,463-60.4% | $2,755-64.6% |
| Participant deferral / active EE | $1,265 | $3,094-59.1% | $3,883-67.4% | $4,296-70.5% |
| Admin fee / account holder | $1,084 | $5,671-80.9% | $5,768-81.2% | $6,918-84.3% |