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 | $93,474 | $118,849-21.4% | $96,562-3.2% | $167,490-44.2% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.8%-25.4pp | 82.1%-37.7pp |
| Annual return | 12.49% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $800 | $3,120-74.4% | $2,356-66.1% | $4,837-83.5% |
| Participant deferral / active EE | $1,316 | $4,616-71.5% | $3,849-65.8% | $6,341-79.3% |
| Admin fee / account holder | $7,263 | $8,065-10.0% | $6,181+17.5% | $12,309-41.0% |