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 | $76,785 | $65,041+18.1% | $90,951-15.6% | $79,858-3.8% |
| Participation rate | 45.7% | 61.6%-16.0pp | 69.0%-23.4pp | 69.6%-24.0pp |
| Annual return | 16.91% | 30.45%-13.5pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,089 | $1,247-12.7% | $2,122-48.7% | $2,471-55.9% |
| Participant deferral / active EE | $2,210 | $2,512-12.0% | $3,373-34.5% | $3,740-40.9% |
| Admin fee / account holder | $15,077 | $4,536+232.4% | $5,959+153.0% | $5,306+184.1% |