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 | $34,913 | $80,968-56.9% | $96,544-63.8% | $75,163-53.6% |
| Participation rate | 52.0% | 71.8%-19.8pp | 76.0%-24.0pp | 67.2%-15.2pp |
| Annual return | 22.13% | 27.06%-4.9pp | 25.84%-3.7pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,052 | $2,282-10.1% | $2,965-30.8% | $2,670-23.1% |
| Participant deferral / active EE | $5,182 | $3,928+31.9% | $4,851+6.8% | $4,125+25.6% |
| Admin fee / account holder | $3,188 | $6,724-52.6% | $8,252-61.4% | $5,651-43.6% |