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 | $32,329 | $51,576-37.3% | $129,207-75.0% | $80,856-60.0% |
| Participation rate | 33.8% | 57.0%-23.2pp | 69.6%-35.8pp | 67.6%-33.8pp |
| Annual return | 13.86% | 20.81%-6.9pp | 9417.33%-9403.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $355 | $1,584-77.6% | $4,153-91.4% | $2,755-87.1% |
| Participant deferral / active EE | $2,256 | $2,669-15.5% | $4,168-45.9% | $4,296-47.5% |
| Admin fee / account holder | $508 | $4,305-88.2% | $7,715-93.4% | $6,918-92.7% |