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 | $29,598 | $65,365-54.7% | $92,893-68.1% | $72,985-59.4% |
| Participation rate | 66.2% | 68.3%-2.1pp | 76.0%-9.8pp | 69.5%-3.3pp |
| Annual return | 20.46% | 42.10%-21.6pp | 109.41%-89.0pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,740 | $2,594-32.9% | $3,653-52.4% | $2,440-28.7% |
| Participant deferral / active EE | $1,379 | $3,128-55.9% | $4,236-67.4% | $3,607-61.8% |
| Admin fee / account holder | $2,757 | $4,251-35.2% | $5,794-52.4% | $5,124-46.2% |