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 | $76,698 | $84,233-8.9% | $170,442-55.0% | $70,131+9.4% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 19.71% | 23.06%-3.4pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $903 | $3,387-73.3% | $5,433-83.4% | $2,342-61.4% |
| Participant deferral / active EE | $2,790 | $3,086-9.6% | $4,939-43.5% | $3,332-16.3% |
| Admin fee / account holder | $1,661 | $5,698-70.8% | $13,880-88.0% | $4,645-64.2% |