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 | $53,214 | $86,286-38.3% | $111,297-52.2% | $85,850-38.0% |
| Participation rate | 68.0% | 73.3%-5.3pp | 77.3%-9.3pp | 69.3%-1.3pp |
| Annual return | 13.23% | 19.99%-6.8pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,442 | $2,043-29.4% | $2,731-47.2% | $2,565-43.8% |
| Participant deferral / active EE | $1,712 | $3,641-53.0% | $4,487-61.9% | $3,952-56.7% |
| Admin fee / account holder | $2,835 | $8,188-65.4% | $7,964-64.4% | $6,260-54.7% |