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 | $86,468 | $106,584-18.9% | $101,326-14.7% | $142,382-39.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 81.5%-41.5pp | 80.1%-40.1pp |
| Annual return | 16.78% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,340 | $3,956-66.1% | $3,665-63.5% | $4,299-68.8% |
| Participant deferral / active EE | $4,971 | $8,297-40.1% | $7,994-37.8% | $6,507-23.6% |
| Admin fee / account holder | $5,120 | $11,446-55.3% | $11,185-54.2% | $12,624-59.4% |