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 | $41,216 | $80,717-48.9% | $154,803-73.4% | $84,808-51.4% |
| Participation rate | 40.7% | 66.8%-26.1pp | 78.1%-37.4pp | 68.3%-27.6pp |
| Annual return | 17.78% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,332 | $2,761-51.8% | $4,305-69.1% | $2,631-49.4% |
| Participant deferral / active EE | $1,764 | $3,303-46.6% | $5,540-68.2% | $4,212-58.1% |
| Admin fee / account holder | $1,004 | $6,746-85.1% | $14,329-93.0% | $7,344-86.3% |