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 | $98,904 | $127,264-22.3% | $109,895-10.0% | $167,490-40.9% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.2%-32.1pp | 82.1%-40.0pp |
| Annual return | 12.45% | 22.97%-10.5pp | 29.45%-17.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,864 | $3,322-43.9% | $2,842-34.4% | $4,837-61.5% |
| Participant deferral / active EE | $4,258 | $4,514-5.7% | $4,048+5.2% | $6,341-32.9% |
| Admin fee / account holder | $1,029 | $7,114-85.5% | $6,066-83.0% | $12,309-91.6% |