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 | $99,466 | $78,422+26.8% | $95,952+3.7% | $79,858+24.6% |
| Participation rate | 69.4% | 73.5%-4.1pp | 77.1%-7.7pp | 69.6%-0.3pp |
| Annual return | 12.25% | 19.37%-7.1pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,258 | $1,945-35.3% | $2,541-50.5% | $2,471-49.1% |
| Participant deferral / active EE | $3,664 | $3,440+6.5% | $4,167-12.1% | $3,740-2.0% |
| Admin fee / account holder | $3,212 | $5,622-42.9% | $6,795-52.7% | $5,306-39.5% |