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 | $96,539 | $61,774+56.3% | $97,226-0.7% | $80,856+19.4% |
| Participation rate | 46.4% | 63.5%-17.1pp | 72.7%-26.3pp | 67.6%-21.2pp |
| Annual return | 12.17% | -557.90%+570.1pp | 75.13%-63.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,781 | $1,837-3.0% | $2,729-34.7% | $2,755-35.4% |
| Participant deferral / active EE | $3,206 | $3,029+5.9% | $4,264-24.8% | $4,296-25.4% |
| Admin fee / account holder | $836 | $5,166-83.8% | $5,654-85.2% | $6,918-87.9% |