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 | $43,483 | $49,922-12.9% | $80,569-46.0% | $75,163-42.1% |
| Participation rate | 48.6% | 55.3%-6.7pp | 67.0%-18.4pp | 67.2%-18.6pp |
| Annual return | 18.16% | 34.69%-16.5pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,456 | $1,698-14.2% | $2,723-46.5% | $2,670-45.5% |
| Participant deferral / active EE | $3,937 | $2,990+31.7% | $4,447-11.5% | $4,125-4.6% |
| Admin fee / account holder | $953 | $3,577-73.4% | $5,377-82.3% | $5,651-83.1% |