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 | $70,966 | $69,515+2.1% | $86,874-18.3% | $85,850-17.3% |
| Participation rate | 48.6% | 66.3%-17.7pp | 71.6%-23.0pp | 69.3%-20.7pp |
| Annual return | 14.38% | 20.12%-5.7pp | 63.52%-49.1pp | 318.53%-304.2pp |
| Employer contribution / active EE | $843 | $1,880-55.2% | $2,495-66.2% | $2,565-67.1% |
| Participant deferral / active EE | $1,329 | $2,919-54.5% | $3,699-64.1% | $3,952-66.4% |
| Admin fee / account holder | $4,158 | $5,972-30.4% | $5,828-28.7% | $6,260-33.6% |