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 | $79,238 | $51,576+53.6% | $129,207-38.7% | $80,856-2.0% |
| Participation rate | 54.4% | 57.0%-2.6pp | 69.6%-15.2pp | 67.6%-13.3pp |
| Annual return | 13.69% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,753 | $1,584+10.7% | $4,153-57.8% | $2,755-36.4% |
| Participant deferral / active EE | $5,428 | $2,669+103.4% | $4,168+30.2% | $4,296+26.4% |
| Admin fee / account holder | $2,174 | $4,305-49.5% | $7,715-71.8% | $6,918-68.6% |