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 | $39,566 | $54,705-27.7% | $71,209-44.4% | $84,808-53.3% |
| Participation rate | 38.3% | 64.1%-25.8pp | 73.8%-35.5pp | 68.3%-30.0pp |
| Annual return | 19.33% | 35.90%-16.6pp | 282.51%-263.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,094 | $2,158-49.3% | $2,721-59.8% | $2,631-58.4% |
| Participant deferral / active EE | $2,121 | $3,030-30.0% | $4,175-49.2% | $4,212-49.6% |
| Admin fee / account holder | $1,577 | $4,863-67.6% | $5,349-70.5% | $7,344-78.5% |