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 | $73,409 | $116,175-36.8% | $93,606-21.6% | $152,861-52.0% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 23.51% | 35.96%-12.4pp | 32.76%-9.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $908 | $3,218-71.8% | $2,718-66.6% | $4,762-80.9% |
| Participant deferral / active EE | $2,991 | $4,603-35.0% | $4,069-26.5% | $5,850-48.9% |
| Admin fee / account holder | $527 | $10,748-95.1% | $7,888-93.3% | $11,596-95.5% |