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 | $103,874 | $71,050+46.2% | $93,606+11.0% | $80,856+28.5% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.6%-12.5pp |
| Annual return | 13.94% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $668 | $1,564-57.3% | $2,420-72.4% | $2,755-75.8% |
| Participant deferral / active EE | $4,075 | $4,034+1.0% | $4,411-7.6% | $4,296-5.1% |
| Admin fee / account holder | $414 | $6,945-94.0% | $8,285-95.0% | $6,918-94.0% |