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 | $27,008 | $65,365-58.7% | $92,893-70.9% | $72,985-63.0% |
| Participation rate | 43.9% | 68.3%-24.5pp | 76.0%-32.1pp | 69.5%-25.6pp |
| Annual return | 23.79% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,339 | $2,594-48.4% | $3,653-63.3% | $2,440-45.1% |
| Participant deferral / active EE | $2,134 | $3,128-31.8% | $4,236-49.6% | $3,607-40.8% |
| Admin fee / account holder | $1,129 | $4,251-73.5% | $5,794-80.5% | $5,124-78.0% |