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 | $63,795 | $93,571-31.8% | $135,903-53.1% | $75,163-15.1% |
| Participation rate | 54.1% | 75.2%-21.1pp | 81.9%-27.9pp | 67.2%-13.1pp |
| Annual return | 16.43% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,829 | $3,537-48.3% | $4,856-62.3% | $2,670-31.5% |
| Participant deferral / active EE | $3,408 | $6,404-46.8% | $7,758-56.1% | $4,125-17.4% |
| Admin fee / account holder | $10,877 | $6,975+55.9% | $10,762+1.1% | $5,651+92.5% |