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 | $76,811 | $68,547+12.1% | $120,354-36.2% | $80,856-5.0% |
| Participation rate | 51.7% | 61.6%-9.9pp | 71.9%-20.2pp | 67.6%-16.0pp |
| Annual return | 15.50% | 23.60%-8.1pp | 107.15%-91.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,132 | $2,051-44.8% | $3,463-67.3% | $2,755-58.9% |
| Participant deferral / active EE | $2,753 | $3,173-13.2% | $4,991-44.8% | $4,296-35.9% |
| Admin fee / account holder | $8,448 | $5,732+47.4% | $9,423-10.3% | $6,918+22.1% |