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 | $21,326 | $65,395-67.4% | $182,532-88.3% | $72,985-70.8% |
| Participation rate | 55.4% | 65.4%-10.1pp | 78.0%-22.6pp | 69.5%-14.1pp |
| Annual return | 25.18% | 27.68%-2.5pp | 148.54%-123.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,292 | $1,911-32.4% | $4,076-68.3% | $2,440-47.0% |
| Participant deferral / active EE | $2,346 | $3,563-34.2% | $5,524-57.5% | $3,607-35.0% |
| Admin fee / account holder | $4,039 | $4,245-4.8% | $8,592-53.0% | $5,124-21.2% |