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 | $101,751 | $102,966-1.2% | $90,281+12.7% | $152,861-33.4% |
| Participation rate | 26.7% | 75.9%-49.2pp | 73.3%-46.6pp | 82.4%-55.8pp |
| Annual return | 15.51% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,078 | $3,139-65.6% | $2,854-62.2% | $4,762-77.4% |
| Participant deferral / active EE | $1,495 | $4,281-65.1% | $3,885-61.5% | $5,850-74.4% |
| Admin fee / account holder | $12,541 | $6,171+103.2% | $5,351+134.4% | $11,596+8.1% |