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 | $24,915 | $81,248-69.3% | $155,509-84.0% | $80,856-69.2% |
| Participation rate | 46.8% | 66.2%-19.4pp | 78.2%-31.4pp | 67.6%-20.8pp |
| Annual return | 16.21% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,269 | $3,100-59.1% | $4,672-72.8% | $2,755-53.9% |
| Participant deferral / active EE | $2,302 | $3,452-33.3% | $5,626-59.1% | $4,296-46.4% |
| Admin fee / account holder | $1,666 | $7,997-79.2% | $15,912-89.5% | $6,918-75.9% |