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 | $29,959 | $48,230-37.9% | $67,502-55.6% | $80,856-62.9% |
| Participation rate | 52.9% | 66.4%-13.4pp | 72.9%-19.9pp | 67.6%-14.7pp |
| Annual return | 13.20% | 18.28%-5.1pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,078 | $2,020+2.9% | $2,731-23.9% | $2,755-24.6% |
| Participant deferral / active EE | $4,761 | $2,924+62.8% | $4,000+19.0% | $4,296+10.8% |
| Admin fee / account holder | $1,158 | $3,681-68.5% | $3,998-71.0% | $6,918-83.3% |