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 | $81,296 | $86,944-6.5% | $107,525-24.4% | $74,304+9.4% |
| Participation rate | 40.3% | 59.6%-19.2pp | 75.1%-34.8pp | 60.3%-20.0pp |
| Annual return | 22.11% | 23.52%-1.4pp | 181.32%-159.2pp | 29.43%-7.3pp |
| Employer contribution / active EE | $1,568 | $2,757-43.1% | $3,754-58.2% | $2,241-30.0% |
| Participant deferral / active EE | $3,669 | $3,554+3.2% | $5,116-28.3% | $3,767-2.6% |
| Admin fee / account holder | $5,527 | $3,727+48.3% | $8,919-38.0% | $2,969+86.2% |