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 | $33,321 | $48,046-30.6% | $84,611-60.6% | $72,985-54.3% |
| Participation rate | 28.6% | 57.6%-29.0pp | 68.2%-39.7pp | 69.5%-40.9pp |
| Annual return | 18.81% | 37.38%-18.6pp | 258.74%-239.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $620 | $1,602-61.3% | $2,652-76.6% | $2,440-74.6% |
| Participant deferral / active EE | $1,590 | $2,680-40.7% | $3,899-59.2% | $3,607-55.9% |
| Admin fee / account holder | $3,114 | $3,395-8.3% | $4,912-36.6% | $5,124-39.2% |