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 | $38,632 | $78,672-50.9% | $109,143-64.6% | $85,850-55.0% |
| Participation rate | 53.1% | 68.3%-15.1pp | 75.9%-22.8pp | 69.3%-16.2pp |
| Annual return | 12.55% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,799 | $2,735-34.2% | $3,722-51.7% | $2,565-29.9% |
| Participant deferral / active EE | $2,605 | $3,467-24.9% | $4,653-44.0% | $3,952-34.1% |
| Admin fee / account holder | $3,478 | $5,469-36.4% | $6,752-48.5% | $6,260-44.4% |