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 | $89,351 | $89,753-0.4% | $107,525-16.9% | $84,808+5.4% |
| Participation rate | 52.8% | 68.1%-15.3pp | 75.1%-22.3pp | 68.3%-15.5pp |
| Annual return | 14.23% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,829 | $3,113-41.3% | $3,754-51.3% | $2,631-30.5% |
| Participant deferral / active EE | $2,379 | $4,056-41.4% | $5,116-53.5% | $4,212-43.5% |
| Admin fee / account holder | $5,280 | $7,222-26.9% | $8,919-40.8% | $7,344-28.1% |