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 | $27,816 | $85,022-67.3% | $70,515-60.6% | $139,434-80.1% |
| Participation rate | 65.2% | 73.9%-8.7pp | 68.3%-3.1pp | 80.3%-15.1pp |
| Annual return | 13.85% | 30.38%-16.5pp | 32.77%-18.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,267 | $3,909-67.6% | $2,973-57.4% | $4,751-73.3% |
| Participant deferral / active EE | $1,248 | $5,890-78.8% | $4,567-72.7% | $6,710-81.4% |
| Admin fee / account holder | $2,365 | $8,906-73.4% | $6,412-63.1% | $11,403-79.3% |