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 | $39,310 | $85,022-53.8% | $70,515-44.3% | $139,434-71.8% |
| Participation rate | 52.2% | 73.9%-21.7pp | 68.3%-16.2pp | 80.3%-28.1pp |
| Annual return | 21.42% | 30.38%-9.0pp | 32.77%-11.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,541 | $3,909-60.6% | $2,973-48.2% | $4,751-67.6% |
| Participant deferral / active EE | $1,322 | $5,890-77.6% | $4,567-71.0% | $6,710-80.3% |
| Admin fee / account holder | $1,223 | $8,906-86.3% | $6,412-80.9% | $11,403-89.3% |