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 | $39,442 | $81,248-51.5% | $155,509-74.6% | $80,856-51.2% |
| Participation rate | 32.4% | 66.2%-33.9pp | 78.2%-45.8pp | 67.6%-35.3pp |
| Annual return | 14.61% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,044 | $3,100-66.3% | $4,672-77.7% | $2,755-62.1% |
| Participant deferral / active EE | $1,924 | $3,452-44.2% | $5,626-65.8% | $4,296-55.2% |
| Admin fee / account holder | $819 | $7,997-89.8% | $15,912-94.9% | $6,918-88.2% |