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 | $37,384 | $65,365-42.8% | $92,893-59.8% | $72,985-48.8% |
| Participation rate | 38.1% | 68.3%-30.2pp | 76.0%-37.9pp | 69.5%-31.4pp |
| Annual return | 31.46% | 42.10%-10.6pp | 109.41%-78.0pp | 81.00%-49.5pp |
| Employer contribution / active EE | $1,307 | $2,594-49.6% | $3,653-64.2% | $2,440-46.4% |
| Participant deferral / active EE | $2,092 | $3,128-33.1% | $4,236-50.6% | $3,607-42.0% |
| Admin fee / account holder | $1,406 | $4,251-66.9% | $5,794-75.7% | $5,124-72.6% |