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 | $23,874 | $65,365-63.5% | $92,893-74.3% | $72,985-67.3% |
| Participation rate | 42.6% | 68.3%-25.7pp | 76.0%-33.4pp | 69.5%-26.8pp |
| Annual return | 16.36% | 42.10%-25.7pp | 109.41%-93.1pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,115 | $2,594-57.0% | $3,653-69.5% | $2,440-54.3% |
| Participant deferral / active EE | $1,930 | $3,128-38.3% | $4,236-54.4% | $3,607-46.5% |
| Admin fee / account holder | $1,267 | $4,251-70.2% | $5,794-78.1% | $5,124-75.3% |