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 | $34,584 | $124,281-72.2% | $109,143-68.3% | $167,490-79.4% |
| Participation rate | 53.8% | 79.4%-25.6pp | 75.9%-22.0pp | 82.1%-28.3pp |
| Annual return | 12.84% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,194 | $4,207-47.8% | $3,722-41.0% | $4,837-54.6% |
| Participant deferral / active EE | $5,116 | $5,255-2.7% | $4,653+9.9% | $6,341-19.3% |
| Admin fee / account holder | $3,037 | $7,970-61.9% | $6,752-55.0% | $12,309-75.3% |