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 | $90,871 | $91,552-0.7% | $133,956-32.2% | $79,858+13.8% |
| Participation rate | 41.7% | 73.3%-31.7pp | 79.8%-38.2pp | 69.6%-28.0pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $893 | $2,384-62.5% | $3,919-77.2% | $2,471-63.9% |
| Participant deferral / active EE | $2,085 | $3,733-44.2% | $5,048-58.7% | $3,740-44.3% |
| Admin fee / account holder | $24,637 | $6,321+289.8% | $8,927+176.0% | $5,306+364.3% |