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 | $42,209 | $103,376-59.2% | $87,100-51.5% | $152,861-72.4% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.9%-11.7pp | 82.4%-17.2pp |
| Annual return | 23.39% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,735 | $3,220-46.1% | $2,521-31.2% | $4,762-63.6% |
| Participant deferral / active EE | $4,425 | $4,778-7.4% | $4,049+9.3% | $5,850-24.4% |
| Admin fee / account holder | $4,985 | $12,205-59.2% | $7,497-33.5% | $11,596-57.0% |