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 | $46,863 | $58,208-19.5% | $81,812-42.7% | $80,856-42.0% |
| Participation rate | 56.7% | 63.4%-6.7pp | 72.3%-15.7pp | 67.6%-11.0pp |
| Annual return | 13.43% | 41.66%-28.2pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,267 | $2,340+39.6% | $2,912+12.2% | $2,755+18.6% |
| Participant deferral / active EE | $3,644 | $3,281+11.1% | $4,319-15.6% | $4,296-15.2% |
| Admin fee / account holder | $3,004 | $4,981-39.7% | $7,386-59.3% | $6,918-56.6% |