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 | $69,838 | $53,127+31.5% | $86,590-19.3% | $70,131-0.4% |
| Participation rate | 65.4% | 65.3%+0.1pp | 73.5%-8.2pp | 69.5%-4.2pp |
| Annual return | 13.56% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,296 | $2,068-37.3% | $2,839-54.3% | $2,342-44.7% |
| Participant deferral / active EE | $1,494 | $2,696-44.6% | $3,609-58.6% | $3,332-55.2% |
| Admin fee / account holder | $8,630 | $3,585+140.7% | $4,906+75.9% | $4,645+85.8% |