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 | $33,427 | $98,240-66.0% | $82,313-59.4% | $147,584-77.4% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 25.95% | 30.85%-4.9pp | 25.88%+0.1pp | 578.55%-552.6pp |
| Employer contribution / active EE | $1,495 | $3,192-53.2% | $2,428-38.4% | $4,876-69.3% |
| Participant deferral / active EE | $6,414 | $4,383+46.3% | $3,706+73.1% | $5,439+17.9% |
| Admin fee / account holder | $1,391 | $8,563-83.8% | $5,608-75.2% | $10,885-87.2% |