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 | $31,541 | $65,365-51.7% | $92,893-66.0% | $72,985-56.8% |
| Participation rate | 38.8% | 68.3%-29.5pp | 76.0%-37.2pp | 69.5%-30.7pp |
| Annual return | 24.95% | 42.10%-17.2pp | 109.41%-84.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,593 | $2,594-38.6% | $3,653-56.4% | $2,440-34.7% |
| Participant deferral / active EE | $2,934 | $3,128-6.2% | $4,236-30.7% | $3,607-18.7% |
| Admin fee / account holder | $943 | $4,251-77.8% | $5,794-83.7% | $5,124-81.6% |