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 | $40,541 | $78,422-48.3% | $95,952-57.7% | $79,858-49.2% |
| Participation rate | 51.6% | 73.5%-21.9pp | 77.1%-25.5pp | 69.6%-18.0pp |
| Annual return | 10.61% | 19.37%-8.8pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $534 | $1,945-72.6% | $2,541-79.0% | $2,471-78.4% |
| Participant deferral / active EE | $2,805 | $3,440-18.5% | $4,167-32.7% | $3,740-25.0% |
| Admin fee / account holder | $12,341 | $5,622+119.5% | $6,795+81.6% | $5,306+132.6% |