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 | $43,857 | $48,230-9.1% | $67,502-35.0% | $80,856-45.8% |
| Participation rate | 51.9% | 66.4%-14.4pp | 72.9%-20.9pp | 67.6%-15.7pp |
| Annual return | 12.83% | 18.28%-5.4pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,138 | $2,020-43.7% | $2,731-58.3% | $2,755-58.7% |
| Participant deferral / active EE | $3,778 | $2,924+29.2% | $4,000-5.5% | $4,296-12.1% |
| Admin fee / account holder | $7,408 | $3,681+101.2% | $3,998+85.3% | $6,918+7.1% |