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 | $75,336 | $78,422-3.9% | $95,952-21.5% | $79,858-5.7% |
| Participation rate | 31.6% | 73.5%-41.9pp | 77.1%-45.5pp | 69.6%-38.1pp |
| Annual return | 17.54% | 19.37%-1.8pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $781 | $1,945-59.9% | $2,541-69.3% | $2,471-68.4% |
| Participant deferral / active EE | $2,095 | $3,440-39.1% | $4,167-49.7% | $3,740-44.0% |
| Admin fee / account holder | $1,622 | $5,622-71.2% | $6,795-76.1% | $5,306-69.4% |