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 | $38,232 | $106,584-64.1% | $101,326-62.3% | $142,382-73.1% |
| Participation rate | 64.3% | 82.7%-18.4pp | 81.5%-17.2pp | 80.1%-15.8pp |
| Annual return | 23.10% | 36.93%-13.8pp | 36.82%-13.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,763 | $3,956-55.4% | $3,665-51.9% | $4,299-59.0% |
| Participant deferral / active EE | $4,932 | $8,297-40.6% | $7,994-38.3% | $6,507-24.2% |
| Admin fee / account holder | $1,119 | $11,446-90.2% | $11,185-90.0% | $12,624-91.1% |