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 | $33,672 | $86,944-61.3% | $107,525-68.7% | $74,304-54.7% |
| Participation rate | 46.6% | 59.6%-12.9pp | 75.1%-28.5pp | 60.3%-13.7pp |
| Annual return | 20.47% | 23.52%-3.0pp | 181.32%-160.8pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,375 | $2,757-50.1% | $3,754-63.4% | $2,241-38.6% |
| Participant deferral / active EE | $2,640 | $3,554-25.7% | $5,116-48.4% | $3,767-29.9% |
| Admin fee / account holder | $1,026 | $3,727-72.5% | $8,919-88.5% | $2,969-65.4% |