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 | $62,095 | $78,422-20.8% | $95,952-35.3% | $79,858-22.2% |
| Participation rate | 56.5% | 73.5%-17.0pp | 77.1%-20.6pp | 69.6%-13.1pp |
| Annual return | 18.83% | 19.37%-0.5pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,207 | $1,945-37.9% | $2,541-52.5% | $2,471-51.2% |
| Participant deferral / active EE | $2,479 | $3,440-27.9% | $4,167-40.5% | $3,740-33.7% |
| Admin fee / account holder | $2,102 | $5,622-62.6% | $6,795-69.1% | $5,306-60.4% |