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 | $99,324 | $116,175-14.5% | $93,606+6.1% | $152,861-35.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 20.65% | 35.96%-15.3pp | 32.76%-12.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,780 | $3,218-44.7% | $2,718-34.5% | $4,762-62.6% |
| Participant deferral / active EE | $2,906 | $4,603-36.9% | $4,069-28.6% | $5,850-50.3% |
| Admin fee / account holder | $2,097 | $10,748-80.5% | $7,888-73.4% | $11,596-81.9% |