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 | $30,749 | $91,190-66.3% | $178,490-82.8% | $79,858-61.5% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 15.14% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,017 | $3,256-68.8% | $5,011-79.7% | $2,471-58.8% |
| Participant deferral / active EE | $2,157 | $3,236-33.3% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $1,693 | $6,751-74.9% | $13,984-87.9% | $5,306-68.1% |