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 | $28,711 | $93,346-69.2% | $71,796-60.0% | $273,961-89.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 10.84% | 130.39%-119.5pp | 78.04%-67.2pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,176 | $2,733-57.0% | $1,924-38.9% | $4,869-75.8% |
| Participant deferral / active EE | $1,958 | $3,475-43.7% | $2,794-29.9% | $5,287-63.0% |
| Admin fee / account holder | $311 | $6,571-95.3% | $4,815-93.5% | $10,132-96.9% |