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 | $38,433 | $91,190-57.9% | $178,490-78.5% | $79,858-51.9% |
| Participation rate | 68.2% | 69.2%-1.0pp | 81.9%-13.7pp | 69.6%-1.4pp |
| Annual return | 21.06% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.7pp |
| Employer contribution / active EE | $910 | $3,256-72.0% | $5,011-81.8% | $2,471-63.2% |
| Participant deferral / active EE | $2,546 | $3,236-21.3% | $5,202-51.1% | $3,740-31.9% |
| Admin fee / account holder | $739 | $6,751-89.1% | $13,984-94.7% | $5,306-86.1% |