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 | $111,568 | $103,376+7.9% | $87,100+28.1% | $152,861-27.0% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.9%-22.3pp | 82.4%-27.9pp |
| Annual return | 22.91% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,158 | $3,220-33.0% | $2,521-14.4% | $4,762-54.7% |
| Participant deferral / active EE | $4,544 | $4,778-4.9% | $4,049+12.2% | $5,850-22.3% |
| Admin fee / account holder | $2,182 | $12,205-82.1% | $7,497-70.9% | $11,596-81.2% |