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 | $34,048 | $127,065-73.2% | $113,168-69.9% | $142,382-76.1% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 18.02% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,601 | $3,442-53.5% | $2,975-46.2% | $4,299-62.8% |
| Participant deferral / active EE | $7,493 | $5,716+31.1% | $5,107+46.7% | $6,507+15.1% |
| Admin fee / account holder | $318 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |