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 | $39,324 | $61,280-35.8% | $69,780-43.6% | $84,808-53.6% |
| Participation rate | 39.6% | 73.6%-34.0pp | 79.3%-39.7pp | 68.3%-28.7pp |
| Annual return | 13.33% | 12.93%+0.4pp | 26.31%-13.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $767 | $3,577-78.6% | $4,168-81.6% | $2,631-70.8% |
| Participant deferral / active EE | $1,096 | $3,756-70.8% | $6,164-82.2% | $4,212-74.0% |
| Admin fee / account holder | $3,903 | $6,026-35.2% | $7,285-46.4% | $7,344-46.9% |