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 | $41,466 | $86,944-52.3% | $107,525-61.4% | $74,304-44.2% |
| Participation rate | 57.9% | 59.6%-1.6pp | 75.1%-17.1pp | 60.3%-2.4pp |
| Annual return | 17.83% | 23.52%-5.7pp | 181.32%-163.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,379 | $2,757-50.0% | $3,754-63.3% | $2,241-38.5% |
| Participant deferral / active EE | $1,694 | $3,554-52.3% | $5,116-66.9% | $3,767-55.0% |
| Admin fee / account holder | $1,416 | $3,727-62.0% | $8,919-84.1% | $2,969-52.3% |