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 | $87,001 | $86,332+0.8% | $125,175-30.5% | $65,185+33.5% |
| Participation rate | 37.5% | 75.3%-37.8pp | 79.8%-42.3pp | 70.2%-32.7pp |
| Annual return | 18.39% | 27.43%-9.0pp | 43.79%-25.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $625 | $2,040-69.4% | $3,865-83.8% | $2,177-71.3% |
| Participant deferral / active EE | $2,367 | $3,537-33.1% | $4,937-52.1% | $3,514-32.6% |
| Admin fee / account holder | $1,284 | $609+110.7% | $9,702-86.8% | $847+51.5% |