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 | $94,840 | $99,985-5.1% | $146,665-35.3% | $85,850+10.5% |
| Participation rate | 52.1% | 73.1%-21.0pp | 80.1%-28.0pp | 69.3%-17.3pp |
| Annual return | 11.56% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,021 | $2,559-21.0% | $4,136-51.1% | $2,565-21.2% |
| Participant deferral / active EE | $2,558 | $4,006-36.1% | $5,506-53.5% | $3,952-35.3% |
| Admin fee / account holder | $5,384 | $7,702-30.1% | $10,280-47.6% | $6,260-14.0% |