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 | $87,950 | $64,839+35.6% | $95,585-8.0% | $84,808+3.7% |
| Participation rate | 44.4% | 63.8%-19.4pp | 72.1%-27.6pp | 68.3%-23.9pp |
| Annual return | 18.28% | -670.96%+689.2pp | 38.56%-20.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,453 | $1,759-17.4% | $2,527-42.5% | $2,631-44.8% |
| Participant deferral / active EE | $2,893 | $2,965-2.4% | $4,023-28.1% | $4,212-31.3% |
| Admin fee / account holder | $3,148 | $5,964-47.2% | $6,127-48.6% | $7,344-57.1% |