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 | $43,127 | $80,717-46.6% | $154,803-72.1% | $84,808-49.1% |
| Participation rate | 25.6% | 66.8%-41.2pp | 78.1%-52.5pp | 68.3%-42.7pp |
| Annual return | 15.66% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $354 | $2,761-87.2% | $4,305-91.8% | $2,631-86.6% |
| Participant deferral / active EE | $1,472 | $3,303-55.4% | $5,540-73.4% | $4,212-65.0% |
| Admin fee / account holder | $7,924 | $6,746+17.5% | $14,329-44.7% | $7,344+7.9% |