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 | $25,721 | $56,053-54.1% | $75,972-66.1% | $80,856-68.2% |
| Participation rate | 61.8% | 62.0%-0.3pp | 69.1%-7.3pp | 67.6%-5.9pp |
| Annual return | 12.35% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,665 | $1,874-11.2% | $2,685-38.0% | $2,755-39.6% |
| Participant deferral / active EE | $3,441 | $3,052+12.7% | $4,255-19.1% | $4,296-19.9% |
| Admin fee / account holder | $4,291 | $5,234-18.0% | $6,467-33.6% | $6,918-38.0% |