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 | $58,423 | $84,233-30.6% | $170,442-65.7% | $70,131-16.7% |
| Participation rate | 36.8% | 70.8%-34.1pp | 83.6%-46.8pp | 69.5%-32.8pp |
| Annual return | 18.40% | 23.06%-4.7pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,735 | $3,387-48.8% | $5,433-68.1% | $2,342-25.9% |
| Participant deferral / active EE | $2,103 | $3,086-31.8% | $4,939-57.4% | $3,332-36.9% |
| Admin fee / account holder | $3,412 | $5,698-40.1% | $13,880-75.4% | $4,645-26.5% |