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 | $40,469 | $91,190-55.6% | $178,490-77.3% | $79,858-49.3% |
| Participation rate | 26.5% | 69.2%-42.7pp | 81.9%-55.5pp | 69.6%-43.2pp |
| Annual return | 20.46% | 24.19%-3.7pp | 151.07%-130.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $578 | $3,256-82.2% | $5,011-88.5% | $2,471-76.6% |
| Participant deferral / active EE | $2,473 | $3,236-23.6% | $5,202-52.5% | $3,740-33.9% |
| Admin fee / account holder | $647 | $6,751-90.4% | $13,984-95.4% | $5,306-87.8% |