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 | $41,903 | $101,724-58.8% | $164,813-74.6% | $80,856-48.2% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.4pp | 67.6%-21.5pp |
| Annual return | 15.77% | 16.72%-0.9pp | 69.93%-54.2pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,122 | $2,953-62.0% | $4,341-74.1% | $2,755-59.3% |
| Participant deferral / active EE | $2,825 | $4,477-36.9% | $6,031-53.2% | $4,296-34.2% |
| Admin fee / account holder | $1,266 | $8,227-84.6% | $12,690-90.0% | $6,918-81.7% |