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 | $35,087 | $113,339-69.0% | $94,993-63.1% | $147,584-76.2% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 23.02% | 20.77%+2.3pp | 27.12%-4.1pp | 578.55%-555.5pp |
| Employer contribution / active EE | $832 | $3,160-73.7% | $2,603-68.1% | $4,876-82.9% |
| Participant deferral / active EE | $1,936 | $3,777-48.7% | $3,317-41.6% | $5,439-64.4% |
| Admin fee / account holder | $1,392 | $6,063-77.0% | $4,960-71.9% | $10,885-87.2% |