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 | $39,936 | $58,828-32.1% | $77,999-48.8% | $62,891-36.5% |
| Participation rate | 47.8% | 71.1%-23.2pp | 75.5%-27.7pp | 69.3%-21.5pp |
| Annual return | 8.02% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $416 | $1,672-75.1% | $2,470-83.2% | $2,281-81.8% |
| Participant deferral / active EE | $1,664 | $2,686-38.0% | $3,497-52.4% | $3,203-48.0% |
| Admin fee / account holder | $1,795 | $4,393-59.1% | $5,480-67.2% | $4,296-58.2% |