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 | $15,019 | $45,035-66.7% | $62,995-76.2% | $70,131-78.6% |
| Participation rate | 63.4% | 69.5%-6.1pp | 74.8%-11.4pp | 69.5%-6.1pp |
| Annual return | 20.86% | 18.76%+2.1pp | 87.57%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,510 | $2,051-26.4% | $2,759-45.3% | $2,342-35.5% |
| Participant deferral / active EE | $2,242 | $2,465-9.0% | $3,329-32.7% | $3,332-32.7% |
| Admin fee / account holder | $1,114 | $2,834-60.7% | $3,600-69.1% | $4,645-76.0% |