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 | $61,030 | $86,944-29.8% | $107,525-43.2% | $74,304-17.9% |
| Participation rate | 49.5% | 59.6%-10.0pp | 75.1%-25.6pp | 60.3%-10.8pp |
| Annual return | 15.21% | 23.52%-8.3pp | 181.32%-166.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,830 | $2,757-33.6% | $3,754-51.2% | $2,241-18.3% |
| Participant deferral / active EE | $3,300 | $3,554-7.2% | $5,116-35.5% | $3,767-12.4% |
| Admin fee / account holder | $13,621 | $3,727+265.5% | $8,919+52.7% | $2,969+358.8% |