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 | $23,135 | $110,257-79.0% | $96,544-76.0% | $139,434-83.4% |
| Participation rate | 42.1% | 78.1%-36.0pp | 76.0%-33.9pp | 80.3%-38.2pp |
| Annual return | 11.64% | 26.32%-14.7pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,682 | $3,620-53.5% | $2,965-43.3% | $4,751-64.6% |
| Participant deferral / active EE | $1,793 | $5,548-67.7% | $4,851-63.0% | $6,710-73.3% |
| Admin fee / account holder | $17,862 | $11,591+54.1% | $8,252+116.4% | $11,403+56.6% |