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 | $92,396 | $118,427-22.0% | $66,042+39.9% | $142,382-35.1% |
| Participation rate | 36.8% | 68.1%-31.3pp | 67.5%-30.7pp | 80.1%-43.3pp |
| Annual return | 11.56% | 35.57%-24.0pp | 52.11%-40.6pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,249 | $2,570-51.4% | $1,579-20.9% | $4,299-70.9% |
| Participant deferral / active EE | $2,101 | $4,311-51.3% | $2,835-25.9% | $6,507-67.7% |
| Admin fee / account holder | $2,129 | $9,593-77.8% | $5,747-63.0% | $12,624-83.1% |