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 | $49,067 | $54,705-10.3% | $71,209-31.1% | $84,808-42.1% |
| Participation rate | 40.9% | 64.1%-23.2pp | 73.8%-32.8pp | 68.3%-27.4pp |
| Annual return | 15.16% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,224 | $2,158-43.3% | $2,721-55.0% | $2,631-53.5% |
| Participant deferral / active EE | $2,732 | $3,030-9.8% | $4,175-34.6% | $4,212-35.1% |
| Admin fee / account holder | $1,634 | $4,863-66.4% | $5,349-69.5% | $7,344-77.8% |