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 | $21,152 | $76,552-72.4% | $123,892-82.9% | $62,891-66.4% |
| Participation rate | 58.1% | 73.0%-14.9pp | 81.4%-23.3pp | 69.3%-11.2pp |
| Annual return | 42.51% | 18.68%+23.8pp | 47.52%-5.0pp | 20.14%+22.4pp |
| Employer contribution / active EE | $1,583 | $2,883-45.1% | $4,617-65.7% | $2,281-30.6% |
| Participant deferral / active EE | $3,084 | $4,840-36.3% | $5,984-48.5% | $3,203-3.7% |
| Admin fee / account holder | $981 | $4,826-79.7% | $8,357-88.3% | $4,296-77.2% |