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 | $63,756 | $79,449-19.8% | $189,557-66.4% | $85,850-25.7% |
| Participation rate | 54.0% | 66.0%-12.0pp | 78.4%-24.4pp | 69.3%-15.3pp |
| Annual return | 12.42% | 18.45%-6.0pp | 64.17%-51.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,561 | $2,081-25.0% | $4,412-64.6% | $2,565-39.1% |
| Participant deferral / active EE | $3,963 | $4,051-2.2% | $6,174-35.8% | $3,952+0.3% |
| Admin fee / account holder | $1,730 | $5,377-67.8% | $9,807-82.4% | $6,260-72.4% |