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 | $46,700 | $78,422-40.5% | $95,952-51.3% | $79,858-41.5% |
| Participation rate | 58.7% | 73.5%-14.8pp | 77.1%-18.3pp | 69.6%-10.9pp |
| Annual return | 11.94% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $566 | $1,945-70.9% | $2,541-77.7% | $2,471-77.1% |
| Participant deferral / active EE | $1,600 | $3,440-53.5% | $4,167-61.6% | $3,740-57.2% |
| Admin fee / account holder | $5,110 | $5,622-9.1% | $6,795-24.8% | $5,306-3.7% |