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 | $55,191 | $79,428-30.5% | $106,548-48.2% | $79,386-30.5% |
| Participation rate | 53.5% | 74.1%-20.6pp | 76.1%-22.6pp | 70.7%-17.2pp |
| Annual return | 12.66% | 18.27%-5.6pp | 26.80%-14.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,427 | $2,234-36.1% | $2,819-49.4% | $2,427-41.2% |
| Participant deferral / active EE | $2,232 | $3,823-41.6% | $4,398-49.3% | $4,046-44.8% |
| Admin fee / account holder | $8,800 | $523+1582.3% | $7,407+18.8% | $626+1304.8% |