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 | $30,956 | $71,050-56.4% | $93,606-66.9% | $80,856-61.7% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.6%-24.3pp |
| Annual return | 13.75% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $594 | $1,564-62.0% | $2,420-75.4% | $2,755-78.4% |
| Participant deferral / active EE | $1,333 | $4,034-66.9% | $4,411-69.8% | $4,296-69.0% |
| Admin fee / account holder | $4,444 | $6,945-36.0% | $8,285-46.4% | $6,918-35.8% |