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 | $35,388 | $54,705-35.3% | $71,209-50.3% | $84,808-58.3% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.8%-31.4pp | 68.3%-26.0pp |
| Annual return | 14.34% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $816 | $2,158-62.2% | $2,721-70.0% | $2,631-69.0% |
| Participant deferral / active EE | $2,263 | $3,030-25.3% | $4,175-45.8% | $4,212-46.3% |
| Admin fee / account holder | $3,997 | $4,863-17.8% | $5,349-25.3% | $7,344-45.6% |