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 | $52,108 | $103,376-49.6% | $87,100-40.2% | $152,861-65.9% |
| Participation rate | 38.5% | 79.3%-40.9pp | 76.9%-38.4pp | 82.4%-44.0pp |
| Annual return | 19.59% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,069 | $3,220-66.8% | $2,521-57.6% | $4,762-77.5% |
| Participant deferral / active EE | $2,557 | $4,778-46.5% | $4,049-36.8% | $5,850-56.3% |
| Admin fee / account holder | $534 | $12,205-95.6% | $7,497-92.9% | $11,596-95.4% |