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 | $38,641 | $77,314-50.0% | $177,989-78.3% | $80,856-52.2% |
| Participation rate | 44.2% | 65.7%-21.5pp | 77.1%-32.9pp | 67.6%-23.5pp |
| Annual return | 13.37% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,696 | $2,292-26.0% | $3,949-57.1% | $2,755-38.5% |
| Participant deferral / active EE | $3,357 | $4,411-23.9% | $6,276-46.5% | $4,296-21.8% |
| Admin fee / account holder | $4,505 | $7,191-37.4% | $10,363-56.5% | $6,918-34.9% |