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 | $74,382 | $81,208-8.4% | $98,907-24.8% | $79,858-6.9% |
| Participation rate | 51.6% | 72.5%-20.9pp | 76.0%-24.5pp | 69.6%-18.1pp |
| Annual return | 11.85% | 60.99%-49.1pp | 196.43%-184.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,129 | $1,960-42.4% | $2,689-58.0% | $2,471-54.3% |
| Participant deferral / active EE | $2,265 | $3,265-30.6% | $4,244-46.6% | $3,740-39.4% |
| Admin fee / account holder | $498 | $6,013-91.7% | $6,642-92.5% | $5,306-90.6% |