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 | $62,142 | $65,041-4.5% | $90,951-31.7% | $79,858-22.2% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.6pp |
| Annual return | 35.67% | 30.45%+5.2pp | 134.60%-98.9pp | 31.71%+4.0pp |
| Employer contribution / active EE | $1,073 | $1,247-14.0% | $2,122-49.5% | $2,471-56.6% |
| Participant deferral / active EE | $2,486 | $2,512-1.0% | $3,373-26.3% | $3,740-33.5% |
| Admin fee / account holder | $2,646 | $4,536-41.7% | $5,959-55.6% | $5,306-50.1% |