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 | $13,270 | $45,073-70.6% | $69,455-80.9% | $72,985-81.8% |
| Participation rate | 53.2% | 68.5%-15.3pp | 74.6%-21.4pp | 69.5%-16.3pp |
| Annual return | 29.14% | 22.65%+6.5pp | 28.97%+0.2pp | 81.00%-51.9pp |
| Employer contribution / active EE | $1,023 | $2,054-50.2% | $2,779-63.2% | $2,440-58.1% |
| Participant deferral / active EE | $1,446 | $2,602-44.4% | $3,535-59.1% | $3,607-59.9% |
| Admin fee / account holder | $682 | $3,056-77.7% | $3,839-82.2% | $5,124-86.7% |