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 | $90,074 | $84,233+6.9% | $170,442-47.2% | $70,131+28.4% |
| Participation rate | 61.1% | 70.8%-9.7pp | 83.6%-22.5pp | 69.5%-8.4pp |
| Annual return | 19.17% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,508 | $3,387-55.5% | $5,433-72.2% | $2,342-35.6% |
| Participant deferral / active EE | $1,209 | $3,086-60.8% | $4,939-75.5% | $3,332-63.7% |
| Admin fee / account holder | $811 | $5,698-85.8% | $13,880-94.2% | $4,645-82.5% |