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 | $37,116 | $68,547-45.9% | $120,354-69.2% | $80,856-54.1% |
| Participation rate | 51.9% | 61.6%-9.7pp | 71.9%-20.1pp | 67.6%-15.8pp |
| Annual return | 14.24% | 23.60%-9.4pp | 107.15%-92.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,425 | $2,051+18.2% | $3,463-30.0% | $2,755-12.0% |
| Participant deferral / active EE | $4,105 | $3,173+29.4% | $4,991-17.8% | $4,296-4.4% |
| Admin fee / account holder | $331 | $5,732-94.2% | $9,423-96.5% | $6,918-95.2% |