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 | $73,558 | $89,753-18.0% | $107,525-31.6% | $84,808-13.3% |
| Participation rate | 52.1% | 68.1%-16.0pp | 75.1%-23.0pp | 68.3%-16.2pp |
| Annual return | 21.00% | 29.48%-8.5pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,653 | $3,113-46.9% | $3,754-56.0% | $2,631-37.2% |
| Participant deferral / active EE | $2,816 | $4,056-30.6% | $5,116-45.0% | $4,212-33.1% |
| Admin fee / account holder | $2,003 | $7,222-72.3% | $8,919-77.5% | $7,344-72.7% |