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 | $38,024 | $116,175-67.3% | $93,606-59.4% | $152,861-75.1% |
| Participation rate | 43.5% | 78.0%-34.6pp | 75.8%-32.3pp | 82.4%-39.0pp |
| Annual return | 10.28% | 35.96%-25.7pp | 32.76%-22.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,358 | $3,218-57.8% | $2,718-50.0% | $4,762-71.5% |
| Participant deferral / active EE | $1,686 | $4,603-63.4% | $4,069-58.6% | $5,850-71.2% |
| Admin fee / account holder | $2,448 | $10,748-77.2% | $7,888-69.0% | $11,596-78.9% |