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 | $37,533 | $65,365-42.6% | $92,893-59.6% | $72,985-48.6% |
| Participation rate | 31.0% | 68.3%-37.4pp | 76.0%-45.1pp | 69.5%-38.5pp |
| Annual return | 25.01% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $3,947 | $2,594+52.1% | $3,653+8.0% | $2,440+61.8% |
| Participant deferral / active EE | $2,318 | $3,128-25.9% | $4,236-45.3% | $3,607-35.8% |
| Admin fee / account holder | $1,326 | $4,251-68.8% | $5,794-77.1% | $5,124-74.1% |