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 | $36,907 | $115,708-68.1% | $65,255-43.4% | $139,434-73.5% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.0%-15.0pp | 80.3%-30.3pp |
| Annual return | 17.85% | 31.19%-13.3pp | 47.35%-29.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,845 | $2,599-29.0% | $1,691+9.1% | $4,751-61.2% |
| Participant deferral / active EE | $2,725 | $4,240-35.7% | $2,831-3.7% | $6,710-59.4% |
| Admin fee / account holder | $1,803 | $6,698-73.1% | $4,112-56.1% | $11,403-84.2% |