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 | $66,978 | $61,156+9.5% | $185,823-64.0% | $79,386-15.6% |
| Participation rate | 52.0% | 66.6%-14.6pp | 81.7%-29.7pp | 70.7%-18.7pp |
| Annual return | 16.46% | 19.45%-3.0pp | 122.05%-105.6pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,165 | $2,321-49.8% | $5,167-77.5% | $2,427-52.0% |
| Participant deferral / active EE | $2,013 | $2,789-27.8% | $5,568-63.9% | $4,046-50.3% |
| Admin fee / account holder | $1,515 | $710+113.5% | $16,237-90.7% | $626+141.9% |