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 | $33,857 | $63,861-47.0% | $104,607-67.6% | $79,858-57.6% |
| Participation rate | 43.6% | 64.9%-21.3pp | 74.1%-30.5pp | 69.6%-26.0pp |
| Annual return | 15.33% | 21.30%-6.0pp | 340.46%-325.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,223 | $1,588-23.0% | $2,681-54.4% | $2,471-50.5% |
| Participant deferral / active EE | $1,468 | $2,693-45.5% | $3,740-60.8% | $3,740-60.8% |
| Admin fee / account holder | $989 | $4,185-76.4% | $6,473-84.7% | $5,306-81.4% |