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 | $37,776 | $72,277-47.7% | $101,248-62.7% | $79,858-52.7% |
| Participation rate | 52.4% | 68.5%-16.1pp | 75.8%-23.4pp | 69.6%-17.3pp |
| Annual return | 11.92% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,009 | $2,692-62.5% | $3,660-72.4% | $2,471-59.2% |
| Participant deferral / active EE | $1,434 | $3,282-56.3% | $4,370-67.2% | $3,740-61.7% |
| Admin fee / account holder | $697 | $4,400-84.2% | $5,945-88.3% | $5,306-86.9% |