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 | $59,271 | $136,179-56.5% | $98,755-40.0% | $167,490-64.6% |
| Participation rate | 63.6% | 70.2%-6.6pp | 65.7%-2.1pp | 82.1%-18.5pp |
| Annual return | 16.02% | 67.53%-51.5pp | 49.91%-33.9pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,909 | $2,631-27.4% | $2,067-7.6% | $4,837-60.5% |
| Participant deferral / active EE | $4,321 | $3,716+16.3% | $3,035+42.4% | $6,341-31.9% |
| Admin fee / account holder | $322 | $5,031-93.6% | $4,076-92.1% | $12,309-97.4% |