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 | $37,710 | $89,355-57.8% | $141,162-73.3% | $72,985-48.3% |
| Participation rate | 61.7% | 75.1%-13.4pp | 82.5%-20.8pp | 69.5%-7.8pp |
| Annual return | 19.90% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,490 | $3,114-52.2% | $4,735-68.5% | $2,440-38.9% |
| Participant deferral / active EE | $2,675 | $5,418-50.6% | $6,709-60.1% | $3,607-25.8% |
| Admin fee / account holder | $1,492 | $5,958-75.0% | $10,261-85.5% | $5,124-70.9% |