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 | $28,388 | $72,492-60.8% | $87,100-67.4% | $72,985-61.1% |
| Participation rate | 42.5% | 72.8%-30.3pp | 76.9%-34.4pp | 69.5%-27.0pp |
| Annual return | 28.57% | 24.46%+4.1pp | 28.19%+0.4pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,160 | $1,894-38.7% | $2,521-54.0% | $2,440-52.5% |
| Participant deferral / active EE | $2,075 | $3,270-36.5% | $4,049-48.7% | $3,607-42.5% |
| Admin fee / account holder | $2,897 | $5,055-42.7% | $7,497-61.4% | $5,124-43.5% |