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 | $79,801 | $65,685+21.5% | $57,179+39.6% | $273,961-70.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 19.47% | 21.99%-2.5pp | 14.59%+4.9pp | 41.45%-22.0pp |
| Employer contribution / active EE | $1,637 | $3,279-50.1% | $2,682-39.0% | $4,869-66.4% |
| Participant deferral / active EE | $4,191 | $3,782+10.8% | $3,096+35.4% | $5,287-20.7% |
| Admin fee / account holder | $455 | $4,835-90.6% | $3,139-85.5% | $10,132-95.5% |