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 | $99,060 | $89,753+10.4% | $107,525-7.9% | $84,808+16.8% |
| Participation rate | 52.6% | 68.1%-15.4pp | 75.1%-22.4pp | 68.3%-15.7pp |
| Annual return | 13.76% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,651 | $3,113-47.0% | $3,754-56.0% | $2,631-37.2% |
| Participant deferral / active EE | $3,427 | $4,056-15.5% | $5,116-33.0% | $4,212-18.6% |
| Admin fee / account holder | $12,245 | $7,222+69.5% | $8,919+37.3% | $7,344+66.7% |