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 | $71,964 | $78,422-8.2% | $95,952-25.0% | $79,858-9.9% |
| Participation rate | 43.1% | 73.5%-30.4pp | 77.1%-34.0pp | 69.6%-26.6pp |
| Annual return | 14.89% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,356 | $1,945-30.3% | $2,541-46.6% | $2,471-45.1% |
| Participant deferral / active EE | $4,992 | $3,440+45.1% | $4,167+19.8% | $3,740+33.5% |
| Admin fee / account holder | $1,676 | $5,622-70.2% | $6,795-75.3% | $5,306-68.4% |