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 | $82,654 | $116,875-29.3% | $141,084-41.4% | $116,875-29.3% |
| Participation rate | 60.7% | 74.5%-13.8pp | 63.5%-2.8pp | 74.5%-13.8pp |
| Annual return | 20.06% | 16.29%+3.8pp | -42.88%+62.9pp | 16.29%+3.8pp |
| Employer contribution / active EE | $1,071 | $3,288-67.4% | $2,224-51.8% | $3,288-67.4% |
| Participant deferral / active EE | $1,995 | $3,885-48.6% | $1,670+19.5% | $3,885-48.6% |
| Admin fee / account holder | $2,668 | $12,263-78.2% | $3,020-11.6% | $12,263-78.2% |