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 | $97,301 | $99,985-2.7% | $146,665-33.7% | $85,850+13.3% |
| Participation rate | 37.3% | 73.1%-35.7pp | 80.1%-42.7pp | 69.3%-32.0pp |
| Annual return | 12.24% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,630 | $4,006-9.4% | $5,506-34.1% | $3,952-8.2% |
| Admin fee / account holder | $42,014 | $7,702+445.5% | $10,280+308.7% | $6,260+571.2% |