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 | $85,321 | $90,503-5.7% | $78,689+8.4% | $273,961-68.9% |
| Participation rate | 27.3% | 76.5%-49.2pp | 73.6%-46.3pp | 83.0%-55.7pp |
| Annual return | 7.14% | 75.60%-68.5pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,123 | $3,176-64.6% | $2,851-60.6% | $4,869-76.9% |
| Participant deferral / active EE | $4,660 | $3,901+19.4% | $3,517+32.5% | $5,287-11.9% |
| Admin fee / account holder | $1,220 | $5,263-76.8% | $4,510-72.9% | $10,132-88.0% |