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 | $68,732 | $84,556-18.7% | $116,228-40.9% | $74,304-7.5% |
| Participation rate | 53.4% | 66.0%-12.6pp | 74.6%-21.1pp | 60.3%-6.9pp |
| Annual return | 17.99% | 18.35%-0.4pp | 90.06%-72.1pp | 29.43%-11.4pp |
| Employer contribution / active EE | $835 | $2,168-61.5% | $2,994-72.1% | $2,241-62.8% |
| Participant deferral / active EE | $1,916 | $3,814-49.8% | $4,953-61.3% | $3,767-49.1% |
| Admin fee / account holder | $1,533 | $3,792-59.6% | $11,989-87.2% | $2,969-48.4% |