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 | $44,807 | $78,422-42.9% | $95,952-53.3% | $79,858-43.9% |
| Participation rate | 56.9% | 73.5%-16.6pp | 77.1%-20.2pp | 69.6%-12.8pp |
| Annual return | 18.99% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,530 | $1,945-21.3% | $2,541-39.8% | $2,471-38.1% |
| Participant deferral / active EE | $2,877 | $3,440-16.4% | $4,167-31.0% | $3,740-23.1% |
| Admin fee / account holder | $660 | $5,622-88.3% | $6,795-90.3% | $5,306-87.6% |