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 | $81,039 | $192,717-57.9% | $142,449-43.1% | $139,434-41.9% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 13.56% | 17.99%-4.4pp | 19.99%-6.4pp | 372.94%-359.4pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,913 | $7,208-45.7% | $6,283-37.7% | $6,710-41.7% |
| Admin fee / account holder | $1,167 | $15,124-92.3% | $10,011-88.3% | $11,403-89.8% |