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 | $53,625 | $58,208-7.9% | $81,812-34.5% | $80,856-33.7% |
| Participation rate | 55.8% | 63.4%-7.6pp | 72.3%-16.5pp | 67.6%-11.8pp |
| Annual return | 14.51% | 41.66%-27.1pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,053 | $2,340-55.0% | $2,912-63.8% | $2,755-61.8% |
| Participant deferral / active EE | $2,794 | $3,281-14.8% | $4,319-35.3% | $4,296-34.9% |
| Admin fee / account holder | $3,766 | $4,981-24.4% | $7,386-49.0% | $6,918-45.6% |