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 | $103,315 | $89,753+15.1% | $107,525-3.9% | $84,808+21.8% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 13.10% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,428 | $3,113-54.1% | $3,754-62.0% | $2,631-45.7% |
| Participant deferral / active EE | $3,268 | $4,056-19.4% | $5,116-36.1% | $4,212-22.4% |
| Admin fee / account holder | $3,457 | $7,222-52.1% | $8,919-61.2% | $7,344-52.9% |