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 | $25,607 | $77,634-67.0% | $156,549-83.6% | $62,891-59.3% |
| Participation rate | 60.6% | 71.2%-10.6pp | 84.0%-23.4pp | 69.3%-8.7pp |
| Annual return | 8.90% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,425 | $3,444-58.6% | $5,501-74.1% | $2,281-37.5% |
| Participant deferral / active EE | $2,359 | $3,045-22.5% | $4,871-51.6% | $3,203-26.3% |
| Admin fee / account holder | $809 | $5,561-85.4% | $13,027-93.8% | $4,296-81.2% |