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 | $81,636 | $63,346+28.9% | $92,233-11.5% | $70,131+16.4% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 15.40% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,874 | $2,471-24.1% | $3,679-49.1% | $2,342-20.0% |
| Participant deferral / active EE | $4,802 | $2,854+68.3% | $3,897+23.2% | $3,332+44.1% |
| Admin fee / account holder | $1,093 | $3,840-71.5% | $5,194-79.0% | $4,645-76.5% |