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 | $31,149 | $157,256-80.2% | $141,162-77.9% | $152,861-79.6% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.4%-35.8pp |
| Annual return | 28.79% | 64.32%-35.5pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,376 | $5,261-73.8% | $4,735-70.9% | $4,762-71.1% |
| Participant deferral / active EE | $3,721 | $7,109-47.7% | $6,709-44.5% | $5,850-36.4% |
| Admin fee / account holder | $1,063 | $12,120-91.2% | $10,261-89.6% | $11,596-90.8% |