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 | $66,270 | $78,672-15.8% | $109,143-39.3% | $85,850-22.8% |
| Participation rate | 48.1% | 68.3%-20.1pp | 75.9%-27.7pp | 69.3%-21.2pp |
| Annual return | 15.47% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,180 | $2,735-56.9% | $3,722-68.3% | $2,565-54.0% |
| Participant deferral / active EE | $1,828 | $3,467-47.3% | $4,653-60.7% | $3,952-53.7% |
| Admin fee / account holder | $8,483 | $5,469+55.1% | $6,752+25.6% | $6,260+35.5% |