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 | $46,588 | $58,926-20.9% | $97,226-52.1% | $74,495-37.5% |
| Participation rate | 47.5% | 63.5%-16.0pp | 72.7%-25.2pp | 67.2%-19.7pp |
| Annual return | 13.50% | 16.04%-2.5pp | 75.13%-61.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,142 | $1,894-39.7% | $2,729-58.1% | $2,623-56.5% |
| Participant deferral / active EE | $3,295 | $3,664-10.1% | $4,264-22.7% | $4,346-24.2% |
| Admin fee / account holder | $1,329 | $1,974-32.7% | $5,654-76.5% | $1,942-31.5% |