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 | $105,587 | $87,013+21.3% | $106,213-0.6% | $80,856+30.6% |
| Participation rate | 62.9% | 70.4%-7.5pp | 75.3%-12.4pp | 67.6%-4.7pp |
| Annual return | 12.01% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $901 | $2,395-62.4% | $3,171-71.6% | $2,755-67.3% |
| Participant deferral / active EE | $4,064 | $3,986+2.0% | $5,016-19.0% | $4,296-5.4% |
| Admin fee / account holder | $18,462 | $8,431+119.0% | $11,033+67.3% | $6,918+166.9% |