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 | $27,360 | $49,915-45.2% | $154,803-82.3% | $74,304-63.2% |
| Participation rate | 37.2% | 54.0%-16.7pp | 78.1%-40.8pp | 60.3%-23.1pp |
| Annual return | 17.82% | 34.06%-16.2pp | 58.88%-41.1pp | 29.43%-11.6pp |
| Employer contribution / active EE | $843 | $1,611-47.7% | $4,305-80.4% | $2,241-62.4% |
| Participant deferral / active EE | $1,645 | $2,255-27.1% | $5,540-70.3% | $3,767-56.3% |
| Admin fee / account holder | $1,058 | $2,189-51.7% | $14,329-92.6% | $2,969-64.4% |