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 | $49,558 | $58,512-15.3% | $84,015-41.0% | $72,985-32.1% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 23.18% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $598 | $1,163-48.5% | $1,983-69.8% | $2,440-75.5% |
| Participant deferral / active EE | $3,401 | $2,394+42.1% | $3,239+5.0% | $3,607-5.7% |
| Admin fee / account holder | $1,061 | $4,569-76.8% | $6,101-82.6% | $5,124-79.3% |