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 | $30,948 | $116,175-73.4% | $93,606-66.9% | $152,861-79.8% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 22.04% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,271 | $3,218-60.5% | $2,718-53.2% | $4,762-73.3% |
| Participant deferral / active EE | $2,241 | $4,603-51.3% | $4,069-44.9% | $5,850-61.7% |
| Admin fee / account holder | $2,785 | $10,748-74.1% | $7,888-64.7% | $11,596-76.0% |