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 | $80,751 | $70,428+14.7% | $96,562-16.4% | $85,850-5.9% |
| Participation rate | 41.1% | 61.8%-20.7pp | 69.8%-28.7pp | 69.3%-28.2pp |
| Annual return | 18.07% | 18.59%-0.5pp | 37.78%-19.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,378 | $1,413-2.5% | $2,356-41.5% | $2,565-46.3% |
| Participant deferral / active EE | $3,308 | $2,894+14.3% | $3,849-14.1% | $3,952-16.3% |
| Admin fee / account holder | $2,075 | $4,997-58.5% | $6,181-66.4% | $6,260-66.9% |