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 | $34,065 | $54,705-37.7% | $71,209-52.2% | $84,808-59.8% |
| Participation rate | 62.3% | 64.1%-1.8pp | 73.8%-11.4pp | 68.3%-6.0pp |
| Annual return | 17.15% | 35.90%-18.7pp | 282.51%-265.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,800 | $2,158+29.8% | $2,721+2.9% | $2,631+6.4% |
| Participant deferral / active EE | $1,414 | $3,030-53.3% | $4,175-66.1% | $4,212-66.4% |
| Admin fee / account holder | $3,945 | $4,863-18.9% | $5,349-26.3% | $7,344-46.3% |