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 | $88,189 | $71,050+24.1% | $93,606-5.8% | $80,856+9.1% |
| Participation rate | 31.4% | 60.4%-29.0pp | 68.7%-37.3pp | 67.6%-36.3pp |
| Annual return | 25.97% | 11.26%+14.7pp | 133.20%-107.2pp | 35.59%-9.6pp |
| Employer contribution / active EE | $857 | $1,564-45.2% | $2,420-64.6% | $2,755-68.9% |
| Participant deferral / active EE | $1,519 | $4,034-62.3% | $4,411-65.6% | $4,296-64.6% |
| Admin fee / account holder | $13,212 | $6,945+90.2% | $8,285+59.5% | $6,918+91.0% |