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 | $104,448 | $89,355+16.9% | $141,162-26.0% | $72,985+43.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 24.66% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,162 | $3,114-30.6% | $4,735-54.3% | $2,440-11.4% |
| Participant deferral / active EE | $3,304 | $5,418-39.0% | $6,709-50.7% | $3,607-8.4% |
| Admin fee / account holder | $7,637 | $5,958+28.2% | $10,261-25.6% | $5,124+49.0% |