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 | $18,260 | $53,516-65.9% | $126,539-85.6% | $84,808-78.5% |
| Participation rate | 53.3% | 58.2%-4.9pp | 69.8%-16.5pp | 68.3%-15.0pp |
| Annual return | 18.63% | 58.34%-39.7pp | 425.95%-407.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,103 | $1,535-28.1% | $3,674-70.0% | $2,631-58.1% |
| Participant deferral / active EE | $1,751 | $2,671-34.4% | $4,083-57.1% | $4,212-58.4% |
| Admin fee / account holder | $6,735 | $4,497+49.8% | $6,065+11.1% | $7,344-8.3% |