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 | $32,956 | $89,355-63.1% | $141,162-76.7% | $72,985-54.8% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 26.33% | 111.85%-85.5pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,590 | $3,114-49.0% | $4,735-66.4% | $2,440-34.8% |
| Participant deferral / active EE | $5,438 | $5,418+0.4% | $6,709-18.9% | $3,607+50.7% |
| Admin fee / account holder | $1,299 | $5,958-78.2% | $10,261-87.3% | $5,124-74.6% |