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 | $78,252 | $78,422-0.2% | $95,952-18.4% | $79,858-2.0% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 20.70% | 19.37%+1.3pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $715 | $1,945-63.3% | $2,541-71.9% | $2,471-71.1% |
| Participant deferral / active EE | $3,160 | $3,440-8.1% | $4,167-24.2% | $3,740-15.5% |
| Admin fee / account holder | $706 | $5,622-87.4% | $6,795-89.6% | $5,306-86.7% |