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 | $59,217 | $86,286-31.4% | $111,297-46.8% | $85,850-31.0% |
| Participation rate | 56.9% | 73.3%-16.4pp | 77.3%-20.4pp | 69.3%-12.4pp |
| Annual return | 27.12% | 19.99%+7.1pp | 54.65%-27.5pp | 318.53%-291.4pp |
| Employer contribution / active EE | $760 | $2,043-62.8% | $2,731-72.2% | $2,565-70.4% |
| Participant deferral / active EE | $2,587 | $3,641-28.9% | $4,487-42.4% | $3,952-34.5% |
| Admin fee / account holder | $2,172 | $8,188-73.5% | $7,964-72.7% | $6,260-65.3% |