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 | $67,562 | $78,672-14.1% | $109,143-38.1% | $85,850-21.3% |
| Participation rate | 52.5% | 68.3%-15.8pp | 75.9%-23.4pp | 69.3%-16.8pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,242 | $2,735-54.6% | $3,722-66.6% | $2,565-51.6% |
| Participant deferral / active EE | $3,789 | $3,467+9.3% | $4,653-18.6% | $3,952-4.1% |
| Admin fee / account holder | $3,139 | $5,469-42.6% | $6,752-53.5% | $6,260-49.9% |