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 | $29,116 | $81,248-64.2% | $155,509-81.3% | $80,856-64.0% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 18.46% | 33.31%-14.8pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,173 | $3,100-62.2% | $4,672-74.9% | $2,755-57.4% |
| Participant deferral / active EE | $1,679 | $3,452-51.4% | $5,626-70.2% | $4,296-60.9% |
| Admin fee / account holder | $843 | $7,997-89.5% | $15,912-94.7% | $6,918-87.8% |