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 | $37,404 | $91,190-59.0% | $178,490-79.0% | $79,858-53.2% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 18.64% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,778 | $3,256-45.4% | $5,011-64.5% | $2,471-28.1% |
| Participant deferral / active EE | $1,998 | $3,236-38.3% | $5,202-61.6% | $3,740-46.6% |
| Admin fee / account holder | $2,973 | $6,751-56.0% | $13,984-78.7% | $5,306-44.0% |