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 | $33,306 | $98,750-66.3% | $149,696-77.8% | $79,858-58.3% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.6%-28.0pp |
| Annual return | 21.07% | 27.43%-6.4pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,782 | $3,216-44.6% | $4,644-61.6% | $2,471-27.9% |
| Participant deferral / active EE | $2,434 | $5,680-57.1% | $6,842-64.4% | $3,740-34.9% |
| Admin fee / account holder | $3,921 | $6,053-35.2% | $9,309-57.9% | $5,306-26.1% |