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 | $78,103 | $85,022-8.1% | $70,515+10.8% | $139,434-44.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 14.12% | 30.38%-16.3pp | 32.77%-18.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,738 | $3,909-55.5% | $2,973-41.6% | $4,751-63.4% |
| Participant deferral / active EE | $1,864 | $5,890-68.4% | $4,567-59.2% | $6,710-72.2% |
| Admin fee / account holder | $11,266 | $8,906+26.5% | $6,412+75.7% | $11,403-1.2% |