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 | $84,851 | $87,733-3.3% | $106,548-20.4% | $85,850-1.2% |
| Participation rate | 48.3% | 71.9%-23.7pp | 76.1%-27.9pp | 69.3%-21.0pp |
| Annual return | 12.88% | 21.86%-9.0pp | 26.80%-13.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,456 | $2,073-29.7% | $2,819-48.3% | $2,565-43.2% |
| Participant deferral / active EE | $4,388 | $3,469+26.5% | $4,398-0.2% | $3,952+11.1% |
| Admin fee / account holder | $813 | $6,767-88.0% | $7,407-89.0% | $6,260-87.0% |