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 | $58,188 | $71,050-18.1% | $93,606-37.8% | $80,856-28.0% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.6%-23.5pp |
| Annual return | 10.12% | 11.26%-1.1pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $951 | $1,564-39.2% | $2,420-60.7% | $2,755-65.5% |
| Participant deferral / active EE | $1,760 | $4,034-56.4% | $4,411-60.1% | $4,296-59.0% |
| Admin fee / account holder | $7,962 | $6,945+14.6% | $8,285-3.9% | $6,918+15.1% |