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 | $99,883 | $72,277+38.2% | $101,248-1.3% | $79,858+25.1% |
| Participation rate | 52.5% | 68.5%-16.0pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | 15.05% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,405 | $2,692-47.8% | $3,660-61.6% | $2,471-43.1% |
| Participant deferral / active EE | $2,180 | $3,282-33.6% | $4,370-50.1% | $3,740-41.7% |
| Admin fee / account holder | $577 | $4,400-86.9% | $5,945-90.3% | $5,306-89.1% |