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 | $46,618 | $85,202-45.3% | $172,739-73.0% | $72,985-36.1% |
| Participation rate | 69.7% | 70.1%-0.4pp | 82.6%-12.9pp | 69.5%+0.2pp |
| Annual return | 18.88% | 27.32%-8.4pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,884 | $3,324-43.3% | $5,143-63.4% | $2,440-22.8% |
| Participant deferral / active EE | $3,814 | $3,260+17.0% | $5,198-26.6% | $3,607+5.7% |
| Admin fee / account holder | $5,532 | $5,884-6.0% | $13,954-60.4% | $5,124+8.0% |