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 | $58,289 | $76,670-24.0% | $96,683-39.7% | $71,457-18.4% |
| Participation rate | 40.0% | 66.6%-26.6pp | 74.3%-34.3pp | 67.9%-27.9pp |
| Annual return | 15.67% | 48.29%-32.6pp | 35.69%-20.0pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,235 | $3,031-26.3% | $3,737-40.2% | $2,588-13.6% |
| Participant deferral / active EE | $3,303 | $3,771-12.4% | $4,878-32.3% | $4,289-23.0% |
| Admin fee / account holder | $7,238 | $2,028+256.9% | $6,730+7.6% | $1,587+356.0% |