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 | $92,665 | $91,190+1.6% | $178,490-48.1% | $79,858+16.0% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.4pp | 69.6%-31.1pp |
| Annual return | 25.58% | 24.19%+1.4pp | 151.07%-125.5pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,357 | $3,256-58.3% | $5,011-72.9% | $2,471-45.1% |
| Participant deferral / active EE | $2,803 | $3,236-13.4% | $5,202-46.1% | $3,740-25.0% |
| Admin fee / account holder | $5,437 | $6,751-19.5% | $13,984-61.1% | $5,306+2.5% |