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 | $84,272 | $91,037-7.4% | $71,671+17.6% | $147,584-42.9% |
| Participation rate | 53.3% | 76.1%-22.8pp | 68.7%-15.4pp | 82.8%-29.5pp |
| Annual return | 12.78% | 20.48%-7.7pp | 20.65%-7.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,066 | $3,327-68.0% | $2,460-56.7% | $4,876-78.1% |
| Participant deferral / active EE | $2,514 | $4,498-44.1% | $3,438-26.9% | $5,439-53.8% |
| Admin fee / account holder | $714 | $8,613-91.7% | $5,558-87.2% | $10,885-93.4% |