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 | $64,066 | $81,208-21.1% | $98,907-35.2% | $79,858-19.8% |
| Participation rate | 53.2% | 72.5%-19.3pp | 76.0%-22.8pp | 69.6%-16.4pp |
| Annual return | 23.32% | 60.99%-37.7pp | 196.43%-173.1pp | 31.71%-8.4pp |
| Employer contribution / active EE | $555 | $1,960-71.7% | $2,689-79.3% | $2,471-77.5% |
| Participant deferral / active EE | $3,535 | $3,265+8.3% | $4,244-16.7% | $3,740-5.5% |
| Admin fee / account holder | $945 | $6,013-84.3% | $6,642-85.8% | $5,306-82.2% |