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 | $51,578 | $62,127-17.0% | $81,382-36.6% | $74,495-30.8% |
| Participation rate | 34.0% | 64.0%-30.0pp | 69.5%-35.5pp | 67.2%-33.2pp |
| Annual return | 12.43% | 16.48%-4.1pp | 24.73%-12.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $960 | $1,882-49.0% | $2,463-61.0% | $2,623-63.4% |
| Participant deferral / active EE | $1,753 | $3,229-45.7% | $3,883-54.8% | $4,346-59.7% |
| Admin fee / account holder | $6,309 | $1,934+226.1% | $5,768+9.4% | $1,942+224.9% |