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 | $120,263 | $103,376+16.3% | $87,100+38.1% | $152,861-21.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 36.58% | 28.10%+8.5pp | 28.19%+8.4pp | 345.32%-308.7pp |
| Employer contribution / active EE | $1,052 | $3,220-67.3% | $2,521-58.3% | $4,762-77.9% |
| Participant deferral / active EE | $1,979 | $4,778-58.6% | $4,049-51.1% | $5,850-66.2% |
| Admin fee / account holder | $3,185 | $12,205-73.9% | $7,497-57.5% | $11,596-72.5% |