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 | $15,914 | $55,706-71.4% | $75,886-79.0% | $72,985-78.2% |
| Participation rate | 52.9% | 61.1%-8.2pp | 69.3%-16.3pp | 69.5%-16.5pp |
| Annual return | 30.19% | 27.59%+2.6pp | 30.76%-0.6pp | 81.00%-50.8pp |
| Employer contribution / active EE | $3,067 | $1,687+81.9% | $2,500+22.7% | $2,440+25.7% |
| Participant deferral / active EE | $5,372 | $2,634+104.0% | $3,603+49.1% | $3,607+48.9% |
| Admin fee / account holder | $3,096 | $3,978-22.2% | $5,418-42.9% | $5,124-39.6% |