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 | $25,412 | $77,634-67.3% | $156,549-83.8% | $62,891-59.6% |
| Participation rate | 51.1% | 71.2%-20.1pp | 84.0%-32.9pp | 69.3%-18.2pp |
| Annual return | 10.69% | 50.32%-39.6pp | 32.23%-21.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,414 | $3,444-58.9% | $5,501-74.3% | $2,281-38.0% |
| Participant deferral / active EE | $2,627 | $3,045-13.7% | $4,871-46.1% | $3,203-18.0% |
| Admin fee / account holder | $3,136 | $5,561-43.6% | $13,027-75.9% | $4,296-27.0% |