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 | $130,599 | $91,190+43.2% | $178,490-26.8% | $79,858+63.5% |
| Participation rate | 30.8% | 69.2%-38.4pp | 81.9%-51.2pp | 69.6%-38.9pp |
| Annual return | 17.13% | 24.19%-7.1pp | 151.07%-133.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,407 | $3,256-26.1% | $5,011-52.0% | $2,471-2.6% |
| Participant deferral / active EE | $2,444 | $3,236-24.5% | $5,202-53.0% | $3,740-34.7% |
| Admin fee / account holder | $15,855 | $6,751+134.9% | $13,984+13.4% | $5,306+198.8% |