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 | $104,734 | $64,707+61.9% | $112,228-6.7% | $68,494+52.9% |
| Participation rate | 60.7% | 67.2%-6.4pp | 75.1%-14.3pp | 67.9%-7.2pp |
| Annual return | 10.96% | -11.40%+22.4pp | 27.45%-16.5pp | -7.84%+18.8pp |
| Employer contribution / active EE | $1,574 | $2,746-42.7% | $3,635-56.7% | $2,596-39.4% |
| Participant deferral / active EE | $3,573 | $3,565+0.2% | $4,728-24.4% | $4,027-11.3% |
| Admin fee / account holder | $32,927 | $5,232+529.3% | $6,410+413.7% | $5,403+509.5% |