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 | $63,053 | $104,251-39.5% | $91,001-30.7% | $147,584-57.3% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 18.00% | 27.06%-9.1pp | 4.60%+13.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,123 | $3,116-31.9% | $2,456-13.5% | $4,876-56.5% |
| Participant deferral / active EE | $3,494 | $4,195-16.7% | $3,547-1.5% | $5,439-35.8% |
| Admin fee / account holder | $11,995 | $8,948+34.1% | $5,417+121.4% | $10,885+10.2% |