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 | $81,677 | $89,355-8.6% | $141,162-42.1% | $72,985+11.9% |
| Participation rate | 64.1% | 75.1%-11.0pp | 82.5%-18.4pp | 69.5%-5.4pp |
| Annual return | 27.51% | 111.85%-84.3pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $3,444 | $3,114+10.6% | $4,735-27.3% | $2,440+41.2% |
| Participant deferral / active EE | $6,603 | $5,418+21.9% | $6,709-1.6% | $3,607+83.1% |
| Admin fee / account holder | $1,654 | $5,958-72.2% | $10,261-83.9% | $5,124-67.7% |