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 | $72,699 | $117,983-38.4% | $101,794-28.6% | $142,382-48.9% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.2%-8.3pp | 80.1%-19.3pp |
| Annual return | 16.20% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,600 | $2,773-42.3% | $2,289-30.1% | $4,299-62.8% |
| Participant deferral / active EE | $4,166 | $4,714-11.6% | $4,084+2.0% | $6,507-36.0% |
| Admin fee / account holder | $12,130 | $10,433+16.3% | $8,777+38.2% | $12,624-3.9% |