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 | $80,552 | $80,724-0.2% | $103,333-22.0% | $74,495+8.1% |
| Participation rate | 36.2% | 65.7%-29.5pp | 74.5%-38.3pp | 67.2%-31.0pp |
| Annual return | 11.55% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,233 | $3,157-60.9% | $3,868-68.1% | $2,623-53.0% |
| Participant deferral / active EE | $2,227 | $3,860-42.3% | $5,057-56.0% | $4,346-48.7% |
| Admin fee / account holder | $1,700 | $2,368-28.2% | $8,355-79.7% | $1,942-12.5% |