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 | $44,013 | $91,190-51.7% | $178,490-75.3% | $79,858-44.9% |
| Participation rate | 63.2% | 69.2%-6.0pp | 81.9%-18.8pp | 69.6%-6.5pp |
| Annual return | 13.07% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $395 | $3,256-87.9% | $5,011-92.1% | $2,471-84.0% |
| Participant deferral / active EE | $2,852 | $3,236-11.9% | $5,202-45.2% | $3,740-23.7% |
| Admin fee / account holder | $1,549 | $6,751-77.1% | $13,984-88.9% | $5,306-70.8% |