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 | $37,425 | $58,208-35.7% | $81,812-54.3% | $80,856-53.7% |
| Participation rate | 57.6% | 63.4%-5.8pp | 72.3%-14.8pp | 67.6%-10.1pp |
| Annual return | 12.44% | 41.66%-29.2pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $472 | $2,340-79.8% | $2,912-83.8% | $2,755-82.9% |
| Participant deferral / active EE | $3,895 | $3,281+18.7% | $4,319-9.8% | $4,296-9.3% |
| Admin fee / account holder | $1,335 | $4,981-73.2% | $7,386-81.9% | $6,918-80.7% |