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 | $47,869 | $80,717-40.7% | $154,803-69.1% | $84,808-43.6% |
| Participation rate | 31.3% | 66.8%-35.6pp | 78.1%-46.8pp | 68.3%-37.1pp |
| Annual return | 17.95% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,011 | $2,761-63.4% | $4,305-76.5% | $2,631-61.6% |
| Participant deferral / active EE | $2,044 | $3,303-38.1% | $5,540-63.1% | $4,212-51.5% |
| Admin fee / account holder | $2,914 | $6,746-56.8% | $14,329-79.7% | $7,344-60.3% |