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 | $38,906 | $56,317-30.9% | $71,209-45.4% | $74,304-47.6% |
| Participation rate | 35.8% | 55.1%-19.3pp | 73.8%-37.9pp | 60.3%-24.5pp |
| Annual return | 12.96% | 42.83%-29.9pp | 282.51%-269.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $920 | $2,160-57.4% | $2,721-66.2% | $2,241-58.9% |
| Participant deferral / active EE | $1,124 | $2,788-59.7% | $4,175-73.1% | $3,767-70.2% |
| Admin fee / account holder | $18,008 | $2,290+686.5% | $5,349+236.7% | $2,969+506.6% |