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 | $71,864 | $81,208-11.5% | $98,907-27.3% | $79,858-10.0% |
| Participation rate | 37.0% | 72.5%-35.5pp | 76.0%-39.1pp | 69.6%-32.7pp |
| Annual return | 21.51% | 60.99%-39.5pp | 196.43%-174.9pp | 31.71%-10.2pp |
| Employer contribution / active EE | $664 | $1,960-66.1% | $2,689-75.3% | $2,471-73.1% |
| Participant deferral / active EE | $1,417 | $3,265-56.6% | $4,244-66.6% | $3,740-62.1% |
| Admin fee / account holder | $5,497 | $6,013-8.6% | $6,642-17.2% | $5,306+3.6% |