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 | $44,038 | $80,968-45.6% | $96,544-54.4% | $75,163-41.4% |
| Participation rate | 55.0% | 71.8%-16.8pp | 76.0%-21.0pp | 67.2%-12.2pp |
| Annual return | 13.08% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,120 | $2,282-50.9% | $2,965-62.2% | $2,670-58.1% |
| Participant deferral / active EE | $1,915 | $3,928-51.2% | $4,851-60.5% | $4,125-53.6% |
| Admin fee / account holder | $514 | $6,724-92.4% | $8,252-93.8% | $5,651-90.9% |