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 | $84,118 | $66,098+27.3% | $101,794-17.4% | $74,304+13.2% |
| Participation rate | 31.4% | 53.8%-22.4pp | 69.2%-37.8pp | 60.3%-29.0pp |
| Annual return | 46.49% | 19.59%+26.9pp | 30.53%+16.0pp | 29.43%+17.1pp |
| Employer contribution / active EE | $1,159 | $1,082+7.1% | $2,289-49.4% | $2,241-48.3% |
| Participant deferral / active EE | $2,441 | $2,781-12.2% | $4,084-40.2% | $3,767-35.2% |
| Admin fee / account holder | $10,801 | $4,146+160.5% | $8,777+23.1% | $2,969+263.8% |