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 | $80,675 | $78,422+2.9% | $95,952-15.9% | $79,858+1.0% |
| Participation rate | 67.2% | 73.5%-6.3pp | 77.1%-9.9pp | 69.6%-2.5pp |
| Annual return | 18.66% | 19.37%-0.7pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,185 | $1,945-39.1% | $2,541-53.4% | $2,471-52.1% |
| Participant deferral / active EE | $2,543 | $3,440-26.1% | $4,167-39.0% | $3,740-32.0% |
| Admin fee / account holder | $904 | $5,622-83.9% | $6,795-86.7% | $5,306-83.0% |