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 | $29,006 | $109,881-73.6% | $150,045-80.7% | $84,808-65.8% |
| Participation rate | 55.0% | 76.1%-21.1pp | 82.3%-27.3pp | 68.3%-13.3pp |
| Annual return | 16.91% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,928 | $3,561-45.9% | $4,693-58.9% | $2,631-26.7% |
| Participant deferral / active EE | $3,826 | $6,636-42.3% | $7,997-52.2% | $4,212-9.2% |
| Admin fee / account holder | $835 | $8,568-90.3% | $13,435-93.8% | $7,344-88.6% |