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 | $38,906 | $77,314-49.7% | $177,989-78.1% | $80,856-51.9% |
| Participation rate | 64.9% | 65.7%-0.8pp | 77.1%-12.2pp | 67.6%-2.8pp |
| Annual return | 25.64% | 18.09%+7.6pp | 294.48%-268.8pp | 35.59%-10.0pp |
| Employer contribution / active EE | $1,240 | $2,292-45.9% | $3,949-68.6% | $2,755-55.0% |
| Participant deferral / active EE | $3,167 | $4,411-28.2% | $6,276-49.5% | $4,296-26.3% |
| Admin fee / account holder | $1,247 | $7,191-82.7% | $10,363-88.0% | $6,918-82.0% |