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 | $37,387 | $79,449-52.9% | $189,557-80.3% | $85,850-56.5% |
| Participation rate | 56.6% | 66.0%-9.4pp | 78.4%-21.9pp | 69.3%-12.7pp |
| Annual return | 13.62% | 18.45%-4.8pp | 64.17%-50.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,079 | $2,081-48.2% | $4,412-75.6% | $2,565-57.9% |
| Participant deferral / active EE | $2,317 | $4,051-42.8% | $6,174-62.5% | $3,952-41.4% |
| Admin fee / account holder | $4,880 | $5,377-9.2% | $9,807-50.2% | $6,260-22.0% |