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 | $30,652 | $54,705-44.0% | $71,209-57.0% | $84,808-63.9% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.8%-31.4pp | 68.3%-26.0pp |
| Annual return | 13.61% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $988 | $2,158-54.2% | $2,721-63.7% | $2,631-62.5% |
| Participant deferral / active EE | $1,523 | $3,030-49.7% | $4,175-63.5% | $4,212-63.8% |
| Admin fee / account holder | $764 | $4,863-84.3% | $5,349-85.7% | $7,344-89.6% |