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 | $83,397 | $95,416-12.6% | $185,823-55.1% | $85,850-2.9% |
| Participation rate | 55.2% | 68.8%-13.6pp | 81.7%-26.5pp | 69.3%-14.1pp |
| Annual return | 19.94% | 23.59%-3.6pp | 122.05%-102.1pp | 318.53%-298.6pp |
| Employer contribution / active EE | $823 | $3,314-75.2% | $5,167-84.1% | $2,565-67.9% |
| Participant deferral / active EE | $1,656 | $3,423-51.6% | $5,568-70.3% | $3,952-58.1% |
| Admin fee / account holder | $306 | $7,213-95.8% | $16,237-98.1% | $6,260-95.1% |