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 | $94,301 | $65,365+44.3% | $92,893+1.5% | $72,985+29.2% |
| Participation rate | 57.4% | 68.3%-10.9pp | 76.0%-18.6pp | 69.5%-12.1pp |
| Annual return | 24.81% | 42.10%-17.3pp | 109.41%-84.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,343 | $2,594-48.2% | $3,653-63.2% | $2,440-45.0% |
| Participant deferral / active EE | $2,686 | $3,128-14.1% | $4,236-36.6% | $3,607-25.5% |
| Admin fee / account holder | $2,685 | $4,251-36.8% | $5,794-53.7% | $5,124-47.6% |