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 | $105,903 | $115,882-8.6% | $100,516+5.4% | $158,922-33.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 15.50% | 34.79%-19.3pp | 30.89%-15.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,442 | $4,103-64.9% | $3,418-57.8% | $4,761-69.7% |
| Participant deferral / active EE | $3,274 | $6,674-50.9% | $6,270-47.8% | $5,982-45.3% |
| Admin fee / account holder | $1,939 | $10,995-82.4% | $8,081-76.0% | $11,246-82.8% |