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 | $38,196 | $106,515-64.1% | $96,683-60.5% | $139,434-72.6% |
| Participation rate | 43.5% | 77.8%-34.4pp | 74.3%-30.9pp | 80.3%-36.8pp |
| Annual return | 17.15% | 38.43%-21.3pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,110 | $4,103-73.0% | $3,737-70.3% | $4,751-76.6% |
| Participant deferral / active EE | $1,423 | $5,454-73.9% | $4,878-70.8% | $6,710-78.8% |
| Admin fee / account holder | $519 | $7,877-93.4% | $6,730-92.3% | $11,403-95.4% |