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 | $93,941 | $89,753+4.7% | $107,525-12.6% | $84,808+10.8% |
| Participation rate | 67.7% | 68.1%-0.3pp | 75.1%-7.3pp | 68.3%-0.6pp |
| Annual return | 15.93% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $935 | $3,113-70.0% | $3,754-75.1% | $2,631-64.5% |
| Participant deferral / active EE | $4,002 | $4,056-1.3% | $5,116-21.8% | $4,212-5.0% |
| Admin fee / account holder | $2,158 | $7,222-70.1% | $8,919-75.8% | $7,344-70.6% |