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 | $74,571 | $91,190-18.2% | $178,490-58.2% | $79,858-6.6% |
| Participation rate | 35.9% | 69.2%-33.3pp | 81.9%-46.0pp | 69.6%-33.7pp |
| Annual return | 11.94% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $414 | $3,256-87.3% | $5,011-91.7% | $2,471-83.3% |
| Participant deferral / active EE | $1,094 | $3,236-66.2% | $5,202-79.0% | $3,740-70.8% |
| Admin fee / account holder | $1,905 | $6,751-71.8% | $13,984-86.4% | $5,306-64.1% |