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 | $57,136 | $68,547-16.6% | $120,354-52.5% | $80,856-29.3% |
| Participation rate | 52.7% | 61.6%-8.9pp | 71.9%-19.2pp | 67.6%-14.9pp |
| Annual return | 17.61% | 23.60%-6.0pp | 107.15%-89.5pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,423 | $2,051-30.6% | $3,463-58.9% | $2,755-48.3% |
| Participant deferral / active EE | $2,322 | $3,173-26.8% | $4,991-53.5% | $4,296-45.9% |
| Admin fee / account holder | $732 | $5,732-87.2% | $9,423-92.2% | $6,918-89.4% |