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 | $75,935 | $62,127+22.2% | $81,382-6.7% | $74,495+1.9% |
| Participation rate | 11.5% | 64.0%-52.6pp | 69.5%-58.0pp | 67.2%-55.7pp |
| Annual return | 14.39% | 16.48%-2.1pp | 24.73%-10.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $832 | $1,882-55.8% | $2,463-66.2% | $2,623-68.3% |
| Participant deferral / active EE | $1,637 | $3,229-49.3% | $3,883-57.8% | $4,346-62.3% |
| Admin fee / account holder | $8,324 | $1,934+330.3% | $5,768+44.3% | $1,942+328.7% |