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 | $60,753 | $80,724-24.7% | $103,333-41.2% | $74,495-18.4% |
| Participation rate | 34.4% | 65.7%-31.3pp | 74.5%-40.1pp | 67.2%-32.8pp |
| Annual return | 13.65% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,719 | $3,157-45.5% | $3,868-55.6% | $2,623-34.5% |
| Participant deferral / active EE | $3,125 | $3,860-19.1% | $5,057-38.2% | $4,346-28.1% |
| Admin fee / account holder | $12,278 | $2,368+418.5% | $8,355+47.0% | $1,942+532.3% |