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 | $57,345 | $78,422-26.9% | $95,952-40.2% | $79,858-28.2% |
| Participation rate | 58.1% | 73.5%-15.4pp | 77.1%-19.0pp | 69.6%-11.6pp |
| Annual return | 16.08% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,055 | $1,945-45.8% | $2,541-58.5% | $2,471-57.3% |
| Participant deferral / active EE | $2,803 | $3,440-18.5% | $4,167-32.7% | $3,740-25.0% |
| Admin fee / account holder | $476 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |