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 | $91,660 | $109,413-16.2% | $156,263-41.3% | $84,808+8.1% |
| Participation rate | 48.9% | 72.7%-23.8pp | 78.9%-30.0pp | 68.3%-19.4pp |
| Annual return | 14.85% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,679 | $2,907+26.5% | $4,333-15.1% | $2,631+39.8% |
| Participant deferral / active EE | $5,698 | $4,590+24.1% | $6,158-7.5% | $4,212+35.3% |
| Admin fee / account holder | $1,415 | $9,357-84.9% | $14,255-90.1% | $7,344-80.7% |