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 | $32,280 | $46,869-31.1% | $122,332-73.6% | $70,131-54.0% |
| Participation rate | 51.4% | 58.2%-6.8pp | 71.6%-20.2pp | 69.5%-18.1pp |
| Annual return | 18.15% | 24.22%-6.1pp | 30.27%-12.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $726 | $1,288-43.6% | $4,050-82.1% | $2,342-69.0% |
| Participant deferral / active EE | $1,188 | $2,166-45.2% | $3,287-63.9% | $3,332-64.4% |
| Admin fee / account holder | $1,425 | $3,322-57.1% | $5,478-74.0% | $4,645-69.3% |