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 | $50,857 | $85,022-40.2% | $70,515-27.9% | $139,434-63.5% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 13.38% | 30.38%-17.0pp | 32.77%-19.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,708 | $3,909-56.3% | $2,973-42.6% | $4,751-64.1% |
| Participant deferral / active EE | $3,006 | $5,890-49.0% | $4,567-34.2% | $6,710-55.2% |
| Admin fee / account holder | $3,902 | $8,906-56.2% | $6,412-39.1% | $11,403-65.8% |