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 | $57,010 | $152,587-62.6% | $125,175-54.5% | $152,861-62.7% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.4%-26.9pp |
| Annual return | 17.33% | 54.84%-37.5pp | 43.79%-26.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,025 | $4,946-59.1% | $3,865-47.6% | $4,762-57.5% |
| Participant deferral / active EE | $2,512 | $5,868-57.2% | $4,937-49.1% | $5,850-57.1% |
| Admin fee / account holder | $3,086 | $13,434-77.0% | $9,702-68.2% | $11,596-73.4% |