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 | $40,154 | $85,202-52.9% | $172,739-76.8% | $72,985-45.0% |
| Participation rate | 62.7% | 70.1%-7.4pp | 82.6%-20.0pp | 69.5%-6.8pp |
| Annual return | 23.19% | 27.32%-4.1pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,028 | $3,324-69.1% | $5,143-80.0% | $2,440-57.9% |
| Participant deferral / active EE | $2,242 | $3,260-31.2% | $5,198-56.9% | $3,607-37.8% |
| Admin fee / account holder | $316 | $5,884-94.6% | $13,954-97.7% | $5,124-93.8% |