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 | $76,063 | $89,753-15.3% | $107,525-29.3% | $84,808-10.3% |
| Participation rate | 36.1% | 68.1%-31.9pp | 75.1%-39.0pp | 68.3%-32.2pp |
| Annual return | 14.60% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,072 | $3,113-65.6% | $3,754-71.4% | $2,631-59.2% |
| Participant deferral / active EE | $2,132 | $4,056-47.4% | $5,116-58.3% | $4,212-49.4% |
| Admin fee / account holder | $1,687 | $7,222-76.6% | $8,919-81.1% | $7,344-77.0% |