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 | $26,149 | $49,227-46.9% | $70,449-62.9% | $79,858-67.3% |
| Participation rate | 35.9% | 69.2%-33.3pp | 75.1%-39.2pp | 69.6%-33.7pp |
| Annual return | 21.91% | 30.06%-8.2pp | 109.03%-87.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,003 | $2,099-52.2% | $2,737-63.3% | $2,471-59.4% |
| Participant deferral / active EE | $3,123 | $2,768+12.9% | $3,709-15.8% | $3,740-16.5% |
| Admin fee / account holder | $1,467 | $2,878-49.0% | $3,845-61.9% | $5,306-72.4% |