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 | $59,001 | $89,753-34.3% | $107,525-45.1% | $84,808-30.4% |
| Participation rate | 58.5% | 68.1%-9.5pp | 75.1%-16.5pp | 68.3%-9.8pp |
| Annual return | 21.69% | 29.48%-7.8pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,892 | $3,113-39.2% | $3,754-49.6% | $2,631-28.1% |
| Participant deferral / active EE | $3,598 | $4,056-11.3% | $5,116-29.7% | $4,212-14.6% |
| Admin fee / account holder | $4,781 | $7,222-33.8% | $8,919-46.4% | $7,344-34.9% |