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 | $99,675 | $70,428+41.5% | $96,562+3.2% | $85,850+16.1% |
| Participation rate | 55.8% | 61.8%-6.0pp | 69.8%-14.0pp | 69.3%-13.5pp |
| Annual return | 13.67% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,072 | $1,413+46.6% | $2,356-12.1% | $2,565-19.2% |
| Participant deferral / active EE | $5,389 | $2,894+86.2% | $3,849+40.0% | $3,952+36.4% |
| Admin fee / account holder | $2,408 | $4,997-51.8% | $6,181-61.0% | $6,260-61.5% |