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 | $32,173 | $104,664-69.3% | $85,682-62.5% | $167,490-80.8% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.9%-29.9pp | 82.1%-42.1pp |
| Annual return | 15.95% | 21.45%-5.5pp | 21.49%-5.5pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,074 | $3,337-67.8% | $2,618-59.0% | $4,837-77.8% |
| Participant deferral / active EE | $2,896 | $4,824-40.0% | $3,923-26.2% | $6,341-54.3% |
| Admin fee / account holder | $4,150 | $10,032-58.6% | $6,873-39.6% | $12,309-66.3% |