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 | $66,002 | $101,069-34.7% | $81,478-19.0% | $147,584-55.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 9.03% | 32.40%-23.4pp | 38.78%-29.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $758 | $3,205-76.4% | $2,568-70.5% | $4,876-84.5% |
| Participant deferral / active EE | $3,188 | $4,242-24.9% | $3,537-9.9% | $5,439-41.4% |
| Admin fee / account holder | $1,470 | $5,812-74.7% | $4,561-67.8% | $10,885-86.5% |