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 | $40,676 | $69,207-41.2% | $64,056-36.5% | $139,434-70.8% |
| Participation rate | 52.2% | 75.6%-23.4pp | 72.3%-20.1pp | 80.3%-28.1pp |
| Annual return | 12.58% | 45.88%-33.3pp | 33.69%-21.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,027 | $3,182-67.7% | $2,747-62.6% | $4,751-78.4% |
| Participant deferral / active EE | $4,308 | $4,682-8.0% | $3,880+11.0% | $6,710-35.8% |
| Admin fee / account holder | $736 | $4,244-82.7% | $3,068-76.0% | $11,403-93.5% |