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 | $92,255 | $89,753+2.8% | $107,525-14.2% | $84,808+8.8% |
| Participation rate | 52.8% | 68.1%-15.2pp | 75.1%-22.2pp | 68.3%-15.5pp |
| Annual return | 18.62% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,110 | $3,113-32.2% | $3,754-43.8% | $2,631-19.8% |
| Participant deferral / active EE | $5,147 | $4,056+26.9% | $5,116+0.6% | $4,212+22.2% |
| Admin fee / account holder | $4,807 | $7,222-33.4% | $8,919-46.1% | $7,344-34.5% |