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 | $53,762 | $64,839-17.1% | $95,585-43.8% | $84,808-36.6% |
| Participation rate | 33.0% | 63.8%-30.8pp | 72.1%-39.1pp | 68.3%-35.3pp |
| Annual return | 14.04% | -670.96%+685.0pp | 38.56%-24.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,221 | $1,759-30.6% | $2,527-51.7% | $2,631-53.6% |
| Participant deferral / active EE | $1,646 | $2,965-44.5% | $4,023-59.1% | $4,212-60.9% |
| Admin fee / account holder | $1,808 | $5,964-69.7% | $6,127-70.5% | $7,344-75.4% |