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 | $83,084 | $91,552-9.2% | $133,956-38.0% | $79,858+4.0% |
| Participation rate | 66.0% | 73.3%-7.4pp | 79.8%-13.9pp | 69.6%-3.7pp |
| Annual return | 17.72% | 61.85%-44.1pp | 45.09%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,462 | $2,384+3.3% | $3,919-37.2% | $2,471-0.4% |
| Participant deferral / active EE | $4,297 | $3,733+15.1% | $5,048-14.9% | $3,740+14.9% |
| Admin fee / account holder | $1,382 | $6,321-78.1% | $8,927-84.5% | $5,306-74.0% |