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 | $88,877 | $87,013+2.1% | $106,213-16.3% | $80,856+9.9% |
| Participation rate | 55.2% | 70.4%-15.3pp | 75.3%-20.1pp | 67.6%-12.5pp |
| Annual return | 17.89% | 17.05%+0.8pp | 116.14%-98.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,043 | $2,395-56.4% | $3,171-67.1% | $2,755-62.1% |
| Participant deferral / active EE | $2,078 | $3,986-47.9% | $5,016-58.6% | $4,296-51.6% |
| Admin fee / account holder | $819 | $8,431-90.3% | $11,033-92.6% | $6,918-88.2% |