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 | $111,232 | $91,190+22.0% | $178,490-37.7% | $79,858+39.3% |
| Participation rate | 40.7% | 69.2%-28.5pp | 81.9%-41.2pp | 69.6%-28.9pp |
| Annual return | 16.60% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,082 | $3,256-66.8% | $5,011-78.4% | $2,471-56.2% |
| Participant deferral / active EE | $2,120 | $3,236-34.5% | $5,202-59.2% | $3,740-43.3% |
| Admin fee / account holder | $1,254 | $6,751-81.4% | $13,984-91.0% | $5,306-76.4% |