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 | $37,463 | $52,580-28.7% | $71,671-47.7% | $70,131-46.6% |
| Participation rate | 43.0% | 60.9%-17.9pp | 68.7%-25.7pp | 69.5%-26.5pp |
| Annual return | 26.15% | 20.25%+5.9pp | 20.65%+5.5pp | 73.14%-47.0pp |
| Employer contribution / active EE | $701 | $1,616-56.6% | $2,460-71.5% | $2,342-70.1% |
| Participant deferral / active EE | $2,891 | $2,386+21.2% | $3,438-15.9% | $3,332-13.2% |
| Admin fee / account holder | $1,748 | $3,653-52.1% | $5,558-68.6% | $4,645-62.4% |