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 | $86,063 | $103,376-16.7% | $87,100-1.2% | $152,861-43.7% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 18.50% | 28.10%-9.6pp | 28.19%-9.7pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,020 | $3,220-6.2% | $2,521+19.8% | $4,762-36.6% |
| Participant deferral / active EE | $6,600 | $4,778+38.1% | $4,049+63.0% | $5,850+12.8% |
| Admin fee / account holder | $5,608 | $12,205-54.1% | $7,497-25.2% | $11,596-51.6% |