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 | $108,761 | $89,753+21.2% | $107,525+1.2% | $84,808+28.2% |
| Participation rate | 35.0% | 68.1%-33.1pp | 75.1%-40.1pp | 68.3%-33.3pp |
| Annual return | 15.36% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,177 | $3,113-62.2% | $3,754-68.7% | $2,631-55.3% |
| Participant deferral / active EE | $3,215 | $4,056-20.7% | $5,116-37.2% | $4,212-23.7% |
| Admin fee / account holder | $548 | $7,222-92.4% | $8,919-93.9% | $7,344-92.5% |