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 | $74,743 | $71,050+5.2% | $93,606-20.2% | $80,856-7.6% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.6%-26.7pp |
| Annual return | 13.44% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,045 | $1,564-33.2% | $2,420-56.8% | $2,755-62.1% |
| Participant deferral / active EE | $1,997 | $4,034-50.5% | $4,411-54.7% | $4,296-53.5% |
| Admin fee / account holder | $831 | $6,945-88.0% | $8,285-90.0% | $6,918-88.0% |