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 | $76,347 | $78,672-3.0% | $109,143-30.0% | $85,850-11.1% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 16.55% | 25.09%-8.5pp | 25.75%-9.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $883 | $2,735-67.7% | $3,722-76.3% | $2,565-65.6% |
| Participant deferral / active EE | $1,837 | $3,467-47.0% | $4,653-60.5% | $3,952-53.5% |
| Admin fee / account holder | $357 | $5,469-93.5% | $6,752-94.7% | $6,260-94.3% |