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 | $30,863 | $95,416-67.7% | $185,823-83.4% | $85,850-64.1% |
| Participation rate | 46.8% | 68.8%-22.0pp | 81.7%-34.9pp | 69.3%-22.5pp |
| Annual return | 11.82% | 23.59%-11.8pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,093 | $3,314-67.0% | $5,167-78.8% | $2,565-57.4% |
| Participant deferral / active EE | $2,384 | $3,423-30.3% | $5,568-57.2% | $3,952-39.7% |
| Admin fee / account holder | $1,513 | $7,213-79.0% | $16,237-90.7% | $6,260-75.8% |