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 | $56,318 | $70,428-20.0% | $96,562-41.7% | $85,850-34.4% |
| Participation rate | 43.5% | 61.8%-18.3pp | 69.8%-26.3pp | 69.3%-25.8pp |
| Annual return | 11.33% | 18.59%-7.3pp | 37.78%-26.5pp | 318.53%-307.2pp |
| Employer contribution / active EE | $438 | $1,413-69.0% | $2,356-81.4% | $2,565-82.9% |
| Participant deferral / active EE | $1,578 | $2,894-45.5% | $3,849-59.0% | $3,952-60.1% |
| Admin fee / account holder | $322 | $4,997-93.6% | $6,181-94.8% | $6,260-94.9% |