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 | $72,964 | $118,849-38.6% | $96,562-24.4% | $167,490-56.4% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.8%-5.1pp | 82.1%-17.4pp |
| Annual return | 9.78% | 50.49%-40.7pp | 37.78%-28.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $564 | $3,120-81.9% | $2,356-76.0% | $4,837-88.3% |
| Participant deferral / active EE | $1,877 | $4,616-59.3% | $3,849-51.2% | $6,341-70.4% |
| Admin fee / account holder | $8,863 | $8,065+9.9% | $6,181+43.4% | $12,309-28.0% |