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 | $31,700 | $54,705-42.1% | $71,209-55.5% | $84,808-62.6% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.5pp |
| Annual return | 20.36% | 35.90%-15.5pp | 282.51%-262.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,149 | $2,158-46.7% | $2,721-57.8% | $2,631-56.3% |
| Participant deferral / active EE | $3,437 | $3,030+13.4% | $4,175-17.7% | $4,212-18.4% |
| Admin fee / account holder | $433 | $4,863-91.1% | $5,349-91.9% | $7,344-94.1% |