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 | $57,450 | $78,422-26.7% | $95,952-40.1% | $79,858-28.1% |
| Participation rate | 37.1% | 73.5%-36.4pp | 77.1%-40.0pp | 69.6%-32.5pp |
| Annual return | 10.37% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,124 | $1,945-42.2% | $2,541-55.8% | $2,471-54.5% |
| Participant deferral / active EE | $2,456 | $3,440-28.6% | $4,167-41.1% | $3,740-34.3% |
| Admin fee / account holder | $4,855 | $5,622-13.7% | $6,795-28.6% | $5,306-8.5% |