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 | $45,902 | $48,795-5.9% | $65,493-29.9% | $84,808-45.9% |
| Participation rate | 46.2% | 67.0%-20.8pp | 73.1%-26.9pp | 68.3%-22.2pp |
| Annual return | 14.66% | 20.20%-5.5pp | 982.45%-967.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $916 | $1,930-52.5% | $2,574-64.4% | $2,631-65.2% |
| Participant deferral / active EE | $2,080 | $2,928-29.0% | $3,961-47.5% | $4,212-50.6% |
| Admin fee / account holder | $1,953 | $3,877-49.6% | $5,028-61.2% | $7,344-73.4% |