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 | $32,386 | $80,717-59.9% | $154,803-79.1% | $84,808-61.8% |
| Participation rate | 38.7% | 66.8%-28.1pp | 78.1%-39.4pp | 68.3%-29.6pp |
| Annual return | 18.21% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,328 | $2,761-51.9% | $4,305-69.2% | $2,631-49.5% |
| Participant deferral / active EE | $2,730 | $3,303-17.4% | $5,540-50.7% | $4,212-35.2% |
| Admin fee / account holder | $1,453 | $6,746-78.5% | $14,329-89.9% | $7,344-80.2% |