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 5-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 | $54,821 | $79,700-31.2% | $153,485-64.3% | $74,495-26.4% |
| Participation rate | 52.9% | 69.8%-16.9pp | 77.1%-24.1pp | 67.2%-14.3pp |
| Annual return | 18.30% | 15.07%+3.2pp | 15.65%+2.7pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,497 | $4,016-37.8% | $5,039-50.4% | $2,623-4.8% |
| Participant deferral / active EE | $4,924 | $5,315-7.3% | $6,757-27.1% | $4,346+13.3% |
| Admin fee / account holder | $11,706 | $1,790+554.1% | $12,724-8.0% | $1,942+502.9% |