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 | $81,990 | $138,347-40.7% | $184,203-55.5% | $80,856+1.4% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-24.0pp | 67.6%-4.8pp |
| Annual return | 15.58% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,228 | $4,850-54.1% | $6,427-65.3% | $2,755-19.1% |
| Participant deferral / active EE | $6,149 | $7,071-13.0% | $9,131-32.7% | $4,296+43.1% |
| Admin fee / account holder | $448 | $10,483-95.7% | $13,901-96.8% | $6,918-93.5% |