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 | $53,643 | $54,705-1.9% | $71,209-24.7% | $84,808-36.7% |
| Participation rate | 45.1% | 64.1%-19.0pp | 73.8%-28.7pp | 68.3%-23.2pp |
| Annual return | 14.62% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $772 | $2,158-64.2% | $2,721-71.6% | $2,631-70.7% |
| Participant deferral / active EE | $1,139 | $3,030-62.4% | $4,175-72.7% | $4,212-73.0% |
| Admin fee / account holder | $5,103 | $4,863+4.9% | $5,349-4.6% | $7,344-30.5% |