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 | $39,945 | $93,571-57.3% | $135,903-70.6% | $75,163-46.9% |
| Participation rate | 44.4% | 75.2%-30.7pp | 81.9%-37.5pp | 67.2%-22.7pp |
| Annual return | 23.49% | 30.90%-7.4pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,504 | $3,537-57.5% | $4,856-69.0% | $2,670-43.7% |
| Participant deferral / active EE | $3,577 | $6,404-44.2% | $7,758-53.9% | $4,125-13.3% |
| Admin fee / account holder | $1,735 | $6,975-75.1% | $10,762-83.9% | $5,651-69.3% |