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 | $45,012 | $61,774-27.1% | $97,226-53.7% | $80,856-44.3% |
| Participation rate | 53.3% | 63.5%-10.2pp | 72.7%-19.4pp | 67.6%-14.3pp |
| Annual return | 12.34% | -557.90%+570.2pp | 75.13%-62.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $983 | $1,837-46.5% | $2,729-64.0% | $2,755-64.3% |
| Participant deferral / active EE | $1,601 | $3,029-47.1% | $4,264-62.4% | $4,296-62.7% |
| Admin fee / account holder | $3,462 | $5,166-33.0% | $5,654-38.8% | $6,918-50.0% |