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 | $78,932 | $72,277+9.2% | $101,248-22.0% | $79,858-1.2% |
| Participation rate | 49.2% | 68.5%-19.3pp | 75.8%-26.6pp | 69.6%-20.5pp |
| Annual return | 15.52% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,299 | $2,692-51.7% | $3,660-64.5% | $2,471-47.4% |
| Participant deferral / active EE | $3,288 | $3,282+0.2% | $4,370-24.8% | $3,740-12.1% |
| Admin fee / account holder | $1,927 | $4,400-56.2% | $5,945-67.6% | $5,306-63.7% |