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 | $84,284 | $89,753-6.1% | $107,525-21.6% | $84,808-0.6% |
| Participation rate | 49.2% | 68.1%-18.8pp | 75.1%-25.8pp | 68.3%-19.1pp |
| Annual return | 16.21% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,799 | $3,113-42.2% | $3,754-52.1% | $2,631-31.6% |
| Participant deferral / active EE | $3,114 | $4,056-23.2% | $5,116-39.1% | $4,212-26.1% |
| Admin fee / account holder | $2,789 | $7,222-61.4% | $8,919-68.7% | $7,344-62.0% |