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 | $37,863 | $89,355-57.6% | $141,162-73.2% | $72,985-48.1% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 24.79% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,581 | $3,114-49.3% | $4,735-66.6% | $2,440-35.2% |
| Participant deferral / active EE | $4,965 | $5,418-8.4% | $6,709-26.0% | $3,607+37.6% |
| Admin fee / account holder | $786 | $5,958-86.8% | $10,261-92.3% | $5,124-84.7% |