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 | $34,411 | $95,803-64.1% | $113,168-69.6% | $84,808-59.4% |
| Participation rate | 50.7% | 72.9%-22.2pp | 76.6%-25.9pp | 68.3%-17.6pp |
| Annual return | 12.29% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,061 | $2,360-55.0% | $2,975-64.3% | $2,631-59.7% |
| Participant deferral / active EE | $2,055 | $4,242-51.6% | $5,107-59.8% | $4,212-51.2% |
| Admin fee / account holder | $3,072 | $8,989-65.8% | $12,068-74.5% | $7,344-58.2% |