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 | $33,390 | $78,672-57.6% | $109,143-69.4% | $85,850-61.1% |
| Participation rate | 62.3% | 68.3%-6.0pp | 75.9%-13.6pp | 69.3%-7.0pp |
| Annual return | 16.30% | 25.09%-8.8pp | 25.75%-9.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,427 | $2,735-47.8% | $3,722-61.6% | $2,565-44.4% |
| Participant deferral / active EE | $2,483 | $3,467-28.4% | $4,653-46.6% | $3,952-37.2% |
| Admin fee / account holder | $1,234 | $5,469-77.4% | $6,752-81.7% | $6,260-80.3% |