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 | $44,189 | $77,314-42.8% | $177,989-75.2% | $80,856-45.3% |
| Participation rate | 46.0% | 65.7%-19.7pp | 77.1%-31.1pp | 67.6%-21.6pp |
| Annual return | 12.86% | 18.09%-5.2pp | 294.48%-281.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,343 | $2,292-41.4% | $3,949-66.0% | $2,755-51.3% |
| Participant deferral / active EE | $2,087 | $4,411-52.7% | $6,276-66.7% | $4,296-51.4% |
| Admin fee / account holder | $2,448 | $7,191-66.0% | $10,363-76.4% | $6,918-64.6% |