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 | $40,332 | $106,515-62.1% | $96,683-58.3% | $139,434-71.1% |
| Participation rate | 38.1% | 77.8%-39.7pp | 74.3%-36.2pp | 80.3%-42.2pp |
| Annual return | 13.90% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,014 | $4,103-75.3% | $3,737-72.9% | $4,751-78.7% |
| Participant deferral / active EE | $4,716 | $5,454-13.5% | $4,878-3.3% | $6,710-29.7% |
| Admin fee / account holder | $10,998 | $7,877+39.6% | $6,730+63.4% | $11,403-3.5% |