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 | $33,838 | $86,929-61.1% | $102,423-67.0% | $80,856-58.2% |
| Participation rate | 45.6% | 72.4%-26.8pp | 76.5%-30.9pp | 67.6%-22.1pp |
| Annual return | 16.21% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,303 | $2,369-45.0% | $3,023-56.9% | $2,755-52.7% |
| Participant deferral / active EE | $1,960 | $4,118-52.4% | $5,053-61.2% | $4,296-54.4% |
| Admin fee / account holder | $2,800 | $8,049-65.2% | $9,451-70.4% | $6,918-59.5% |