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 | $78,760 | $101,724-22.6% | $164,813-52.2% | $80,856-2.6% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 11.05% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,894 | $2,953-35.9% | $4,341-56.4% | $2,755-31.3% |
| Participant deferral / active EE | $3,516 | $4,477-21.5% | $6,031-41.7% | $4,296-18.1% |
| Admin fee / account holder | $10,332 | $8,227+25.6% | $12,690-18.6% | $6,918+49.4% |