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 | $82,424 | $98,750-16.5% | $149,696-44.9% | $79,858+3.2% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.5%-27.2pp | 69.6%-14.3pp |
| Annual return | 15.69% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,511 | $3,216-53.0% | $4,644-67.5% | $2,471-38.9% |
| Participant deferral / active EE | $2,985 | $5,680-47.4% | $6,842-56.4% | $3,740-20.2% |
| Admin fee / account holder | $450 | $6,053-92.6% | $9,309-95.2% | $5,306-91.5% |