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 | $31,646 | $89,753-64.7% | $107,525-70.6% | $84,808-62.7% |
| Participation rate | 43.3% | 68.1%-24.7pp | 75.1%-31.7pp | 68.3%-25.0pp |
| Annual return | 14.87% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,203 | $3,113-29.2% | $3,754-41.3% | $2,631-16.3% |
| Participant deferral / active EE | $2,049 | $4,056-49.5% | $5,116-60.0% | $4,212-51.4% |
| Admin fee / account holder | $397 | $7,222-94.5% | $8,919-95.5% | $7,344-94.6% |