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 | $32,152 | $83,477-61.5% | $125,175-74.3% | $72,985-55.9% |
| Participation rate | 42.5% | 73.3%-30.8pp | 79.8%-37.3pp | 69.5%-27.0pp |
| Annual return | 23.67% | 25.78%-2.1pp | 43.79%-20.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,152 | $2,345-50.9% | $3,865-70.2% | $2,440-52.8% |
| Participant deferral / active EE | $2,542 | $3,585-29.1% | $4,937-48.5% | $3,607-29.5% |
| Admin fee / account holder | $1,090 | $5,517-80.2% | $9,702-88.8% | $5,124-78.7% |