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 | $31,533 | $80,717-60.9% | $154,803-79.6% | $84,808-62.8% |
| Participation rate | 68.0% | 66.8%+1.2pp | 78.1%-10.1pp | 68.3%-0.3pp |
| Annual return | 16.19% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,018 | $2,761-63.1% | $4,305-76.4% | $2,631-61.3% |
| Participant deferral / active EE | $1,714 | $3,303-48.1% | $5,540-69.1% | $4,212-59.3% |
| Admin fee / account holder | $2,951 | $6,746-56.3% | $14,329-79.4% | $7,344-59.8% |