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 | $76,090 | $78,926-3.6% | $136,749-44.4% | $84,808-10.3% |
| Participation rate | 46.4% | 62.2%-15.7pp | 72.1%-25.7pp | 68.3%-21.9pp |
| Annual return | 14.52% | 18.17%-3.6pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,477 | $2,134-30.8% | $3,400-56.6% | $2,631-43.9% |
| Participant deferral / active EE | $2,105 | $3,168-33.5% | $4,692-55.1% | $4,212-50.0% |
| Admin fee / account holder | $88,178 | $6,369+1284.5% | $11,386+674.4% | $7,344+1100.7% |