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 | $102,718 | $77,813+32.0% | $123,544-16.9% | $64,186+60.0% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.3%-14.0pp | 69.6%-1.3pp |
| Annual return | -7.95% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,070 | $3,014-31.3% | $4,628-55.3% | $2,381-13.1% |
| Participant deferral / active EE | $5,332 | $5,240+1.8% | $6,426-17.0% | $3,470+53.7% |
| Admin fee / account holder | $472 | $5,519-91.5% | $9,284-94.9% | $4,888-90.4% |