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 | $92,027 | $85,022+8.2% | $70,515+30.5% | $139,434-34.0% |
| Participation rate | 18.2% | 73.9%-55.7pp | 68.3%-50.2pp | 80.3%-62.1pp |
| Annual return | 15.39% | 30.38%-15.0pp | 32.77%-17.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,382 | $5,890-76.5% | $4,567-69.7% | $6,710-79.4% |
| Admin fee / account holder | $341 | $8,906-96.2% | $6,412-94.7% | $11,403-97.0% |