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 | $90,128 | $65,041+38.6% | $90,951-0.9% | $79,858+12.9% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.0%-4.7pp | 69.6%-5.3pp |
| Annual return | 20.59% | 30.45%-9.9pp | 134.60%-114.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,148 | $2,512-14.5% | $3,373-36.3% | $3,740-42.6% |
| Admin fee / account holder | $3,006 | $4,536-33.7% | $5,959-49.6% | $5,306-43.4% |