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 | $54,169 | $91,190-40.6% | $178,490-69.7% | $79,858-32.2% |
| Participation rate | 55.3% | 69.2%-13.9pp | 81.9%-26.7pp | 69.6%-14.4pp |
| Annual return | 19.62% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,461 | $3,256-55.1% | $5,011-70.8% | $2,471-40.9% |
| Participant deferral / active EE | $2,650 | $3,236-18.1% | $5,202-49.1% | $3,740-29.2% |
| Admin fee / account holder | $9,786 | $6,751+45.0% | $13,984-30.0% | $5,306+84.4% |