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 7-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 | $99,637 | $227,553-56.2% | $189,557-47.4% | $167,490-40.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 10.69% | 78.40%-67.7pp | 64.17%-53.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,639 | $5,316-69.2% | $4,412-62.8% | $4,837-66.1% |
| Participant deferral / active EE | $11,281 | $7,002+61.1% | $6,174+82.7% | $6,341+77.9% |
| Admin fee / account holder | $9,636 | $11,878-18.9% | $9,807-1.7% | $12,309-21.7% |