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 | $100,053 | $58,083+72.3% | $80,019+25.0% | $56,287+77.8% |
| Participation rate | 37.5% | 73.6%-36.1pp | 75.8%-38.3pp | 69.9%-32.4pp |
| Annual return | 9.12% | 34.61%-25.5pp | 11.22%-2.1pp | -9.96%+19.1pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,153 | $3,135-31.3% | $3,686-41.6% | $3,350-35.7% |
| Admin fee / account holder | $463 | $623-25.6% | $6,521-92.9% | $521-11.0% |