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 | $80,105 | $65,041+23.2% | $90,951-11.9% | $79,858+0.3% |
| Participation rate | 56.7% | 61.6%-4.9pp | 69.0%-12.3pp | 69.6%-13.0pp |
| Annual return | 16.13% | 30.45%-14.3pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,484 | $1,247+19.0% | $2,122-30.1% | $2,471-40.0% |
| Participant deferral / active EE | $2,722 | $2,512+8.3% | $3,373-19.3% | $3,740-27.2% |
| Admin fee / account holder | $629 | $4,536-86.1% | $5,959-89.4% | $5,306-88.1% |