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 | $87,081 | $95,416-8.7% | $185,823-53.1% | $85,850+1.4% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.6pp |
| Annual return | 18.25% | 23.59%-5.3pp | 122.05%-103.8pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,841 | $3,314-44.4% | $5,167-64.4% | $2,565-28.2% |
| Participant deferral / active EE | $4,107 | $3,423+20.0% | $5,568-26.2% | $3,952+3.9% |
| Admin fee / account holder | $5,791 | $7,213-19.7% | $16,237-64.3% | $6,260-7.5% |