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 | $63,195 | $87,733-28.0% | $106,548-40.7% | $85,850-26.4% |
| Participation rate | 60.7% | 71.9%-11.2pp | 76.1%-15.4pp | 69.3%-8.6pp |
| Annual return | 14.92% | 21.86%-6.9pp | 26.80%-11.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,168 | $2,073-43.7% | $2,819-58.6% | $2,565-54.5% |
| Participant deferral / active EE | $2,840 | $3,469-18.1% | $4,398-35.4% | $3,952-28.1% |
| Admin fee / account holder | $1,053 | $6,767-84.4% | $7,407-85.8% | $6,260-83.2% |