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 | $89,263 | $154,117-42.1% | $129,995-31.3% | $139,434-36.0% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 11.14% | 32.48%-21.3pp | -137.18%+148.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $9,776 | $5,289+84.8% | $4,320+126.3% | $4,751+105.8% |
| Participant deferral / active EE | $4,718 | $6,710-29.7% | $5,820-18.9% | $6,710-29.7% |
| Admin fee / account holder | $87,519 | $14,007+524.8% | $10,614+724.5% | $11,403+667.5% |