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 | $66,896 | $89,753-25.5% | $107,525-37.8% | $84,808-21.1% |
| Participation rate | 44.0% | 68.1%-24.1pp | 75.1%-31.1pp | 68.3%-24.3pp |
| Annual return | 15.22% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,374 | $3,113-55.9% | $3,754-63.4% | $2,631-47.8% |
| Participant deferral / active EE | $2,316 | $4,056-42.9% | $5,116-54.7% | $4,212-45.0% |
| Admin fee / account holder | $9,007 | $7,222+24.7% | $8,919+1.0% | $7,344+22.6% |