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 | $24,506 | $70,428-65.2% | $96,562-74.6% | $85,850-71.5% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 16.68% | 18.59%-1.9pp | 37.78%-21.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,344 | $1,413-4.9% | $2,356-43.0% | $2,565-47.6% |
| Participant deferral / active EE | $2,363 | $2,894-18.3% | $3,849-38.6% | $3,952-40.2% |
| Admin fee / account holder | $2,751 | $4,997-45.0% | $6,181-55.5% | $6,260-56.1% |