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 | $22,027 | $127,065-82.7% | $113,168-80.5% | $142,382-84.5% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 10.21% | 24.03%-13.8pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,763 | $3,442-48.8% | $2,975-40.8% | $4,299-59.0% |
| Participant deferral / active EE | $1,884 | $5,716-67.0% | $5,107-63.1% | $6,507-71.1% |
| Admin fee / account holder | $5,091 | $15,736-67.6% | $12,068-57.8% | $12,624-59.7% |