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 | $105,866 | $103,376+2.4% | $87,100+21.5% | $152,861-30.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 15.36% | 28.10%-12.7pp | 28.19%-12.8pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,004 | $3,220-37.8% | $2,521-20.5% | $4,762-57.9% |
| Participant deferral / active EE | $4,177 | $4,778-12.6% | $4,049+3.2% | $5,850-28.6% |
| Admin fee / account holder | $1,461 | $12,205-88.0% | $7,497-80.5% | $11,596-87.4% |