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 | $95,024 | $133,958-29.1% | $112,228-15.3% | $134,475-29.3% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -6.52% | 47.11%-53.6pp | 27.45%-34.0pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,196 | $4,038-70.4% | $3,635-67.1% | $4,740-74.8% |
| Participant deferral / active EE | $2,918 | $5,291-44.9% | $4,728-38.3% | $6,400-54.4% |
| Admin fee / account holder | $4,017 | $7,489-46.4% | $6,410-37.3% | $11,426-64.8% |