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 | $68,886 | $65,365+5.4% | $92,893-25.8% | $72,985-5.6% |
| Participation rate | 55.6% | 68.3%-12.8pp | 76.0%-20.4pp | 69.5%-13.9pp |
| Annual return | 21.37% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,039 | $2,594-21.4% | $3,653-44.2% | $2,440-16.4% |
| Participant deferral / active EE | $2,532 | $3,128-19.1% | $4,236-40.2% | $3,607-29.8% |
| Admin fee / account holder | $23,137 | $4,251+444.2% | $5,794+299.3% | $5,124+351.5% |