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 | $33,917 | $39,019-13.1% | $80,716-58.0% | $85,850-60.5% |
| Participation rate | 41.3% | 41.5%-0.2pp | 54.2%-12.8pp | 69.3%-28.0pp |
| Annual return | 15.51% | 26.27%-10.8pp | 87.28%-71.8pp | 318.53%-303.0pp |
| Employer contribution / active EE | $317 | $722-56.1% | $1,160-72.7% | $2,565-87.6% |
| Participant deferral / active EE | $1,651 | $1,326+24.6% | $2,146-23.0% | $3,952-58.2% |
| Admin fee / account holder | $2,433 | $2,431+0.1% | $3,380-28.0% | $6,260-61.1% |