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 | $33,616 | $54,705-38.6% | $71,209-52.8% | $84,808-60.4% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 18.55% | 35.90%-17.3pp | 282.51%-264.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,871 | $2,158-13.3% | $2,721-31.2% | $2,631-28.9% |
| Participant deferral / active EE | $2,336 | $3,030-22.9% | $4,175-44.0% | $4,212-44.5% |
| Admin fee / account holder | $1,118 | $4,863-77.0% | $5,349-79.1% | $7,344-84.8% |