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 | $42,972 | $44,960-4.4% | $84,966-49.4% | $74,495-42.3% |
| Participation rate | 40.7% | 49.4%-8.6pp | 67.5%-26.8pp | 67.2%-26.5pp |
| Annual return | 26.70% | 26.24%+0.5pp | 66.38%-39.7pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $1,166 | $1,457-19.9% | $2,727-57.2% | $2,623-55.5% |
| Participant deferral / active EE | $1,626 | $2,731-40.5% | $4,519-64.0% | $4,346-62.6% |
| Admin fee / account holder | $1,181 | $2,209-46.6% | $6,149-80.8% | $1,942-39.2% |