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 | $100,329 | $91,190+10.0% | $178,490-43.8% | $79,858+25.6% |
| Participation rate | 7.7% | 69.2%-61.5pp | 81.9%-74.2pp | 69.6%-61.9pp |
| Annual return | 19.63% | 24.19%-4.6pp | 151.07%-131.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,098 | $3,256-66.3% | $5,011-78.1% | $2,471-55.6% |
| Participant deferral / active EE | $3,905 | $3,236+20.7% | $5,202-24.9% | $3,740+4.4% |
| Admin fee / account holder | $340 | $6,751-95.0% | $13,984-97.6% | $5,306-93.6% |