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 | $82,627 | $89,753-7.9% | $107,525-23.2% | $84,808-2.6% |
| Participation rate | 47.1% | 68.1%-21.0pp | 75.1%-28.0pp | 68.3%-21.3pp |
| Annual return | 18.62% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,824 | $3,113-41.4% | $3,754-51.4% | $2,631-30.7% |
| Participant deferral / active EE | $3,715 | $4,056-8.4% | $5,116-27.4% | $4,212-11.8% |
| Admin fee / account holder | $4,946 | $7,222-31.5% | $8,919-44.5% | $7,344-32.7% |