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 | $71,418 | $86,944-17.9% | $107,525-33.6% | $74,304-3.9% |
| Participation rate | 42.0% | 59.6%-17.6pp | 75.1%-33.1pp | 60.3%-18.3pp |
| Annual return | 14.11% | 23.52%-9.4pp | 181.32%-167.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,402 | $2,757-49.1% | $3,754-62.7% | $2,241-37.4% |
| Participant deferral / active EE | $1,530 | $3,554-56.9% | $5,116-70.1% | $3,767-59.4% |
| Admin fee / account holder | $1,770 | $3,727-52.5% | $8,919-80.2% | $2,969-40.4% |