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 | $30,062 | $65,561-54.1% | $86,188-65.1% | $75,163-60.0% |
| Participation rate | 36.2% | 60.5%-24.3pp | 69.0%-32.7pp | 67.2%-31.0pp |
| Annual return | 15.88% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $960 | $1,553-38.2% | $2,380-59.7% | $2,670-64.0% |
| Participant deferral / active EE | $1,695 | $3,024-44.0% | $3,985-57.5% | $4,125-58.9% |
| Admin fee / account holder | $2,215 | $5,474-59.5% | $6,852-67.7% | $5,651-60.8% |