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 | $89,934 | $89,753+0.2% | $107,525-16.4% | $84,808+6.0% |
| Participation rate | 37.1% | 68.1%-30.9pp | 75.1%-37.9pp | 68.3%-31.2pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,317 | $3,113-57.7% | $3,754-64.9% | $2,631-49.9% |
| Participant deferral / active EE | $3,752 | $4,056-7.5% | $5,116-26.7% | $4,212-10.9% |
| Admin fee / account holder | $1,574 | $7,222-78.2% | $8,919-82.4% | $7,344-78.6% |