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 | $93,816 | $85,202+10.1% | $172,739-45.7% | $72,985+28.5% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 22.87% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,384 | $3,324-58.4% | $5,143-73.1% | $2,440-43.3% |
| Participant deferral / active EE | $3,131 | $3,260-4.0% | $5,198-39.8% | $3,607-13.2% |
| Admin fee / account holder | $2,620 | $5,884-55.5% | $13,954-81.2% | $5,124-48.9% |