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 | $73,509 | $89,753-18.1% | $107,525-31.6% | $84,808-13.3% |
| Participation rate | 61.0% | 68.1%-7.1pp | 75.1%-14.1pp | 68.3%-7.3pp |
| Annual return | 14.81% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,596 | $3,113-48.7% | $3,754-57.5% | $2,631-39.3% |
| Participant deferral / active EE | $3,861 | $4,056-4.8% | $5,116-24.5% | $4,212-8.3% |
| Admin fee / account holder | $8,825 | $7,222+22.2% | $8,919-1.0% | $7,344+20.2% |