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 | $37,908 | $56,317-32.7% | $71,209-46.8% | $74,304-49.0% |
| Participation rate | 43.1% | 55.1%-12.0pp | 73.8%-30.6pp | 60.3%-17.2pp |
| Annual return | 17.55% | 42.83%-25.3pp | 282.51%-265.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,851 | $2,160-14.3% | $2,721-32.0% | $2,241-17.4% |
| Participant deferral / active EE | $3,100 | $2,788+11.2% | $4,175-25.7% | $3,767-17.7% |
| Admin fee / account holder | $4,901 | $2,290+114.1% | $5,349-8.4% | $2,969+65.1% |