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 | $26,633 | $72,492-63.3% | $87,100-69.4% | $72,985-63.5% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.9%-23.9pp | 69.5%-16.5pp |
| Annual return | 29.93% | 24.46%+5.5pp | 28.19%+1.7pp | 81.00%-51.1pp |
| Employer contribution / active EE | $1,156 | $1,894-38.9% | $2,521-54.1% | $2,440-52.6% |
| Participant deferral / active EE | $2,011 | $3,270-38.5% | $4,049-50.3% | $3,607-44.2% |
| Admin fee / account holder | $2,333 | $5,055-53.8% | $7,497-68.9% | $5,124-54.5% |