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 | $40,969 | $78,422-47.8% | $95,952-57.3% | $79,858-48.7% |
| Participation rate | 42.9% | 73.5%-30.6pp | 77.1%-34.2pp | 69.6%-26.8pp |
| Annual return | 14.21% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,003 | $1,945-48.4% | $2,541-60.5% | $2,471-59.4% |
| Participant deferral / active EE | $2,128 | $3,440-38.1% | $4,167-48.9% | $3,740-43.1% |
| Admin fee / account holder | $1,926 | $5,622-65.7% | $6,795-71.7% | $5,306-63.7% |