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 | $93,715 | $103,376-9.3% | $87,100+7.6% | $152,861-38.7% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.9%-15.0pp | 82.4%-20.5pp |
| Annual return | 25.19% | 28.10%-2.9pp | 28.19%-3.0pp | 345.32%-320.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,459 | $4,778-27.6% | $4,049-14.6% | $5,850-40.9% |
| Admin fee / account holder | $10,835 | $12,205-11.2% | $7,497+44.5% | $11,596-6.6% |