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 | $97,087 | $111,754-13.1% | $103,333-6.0% | $145,922-33.5% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 14.73% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,707 | $4,212-35.7% | $3,868-30.0% | $4,660-41.9% |
| Participant deferral / active EE | $5,359 | $5,619-4.6% | $5,057+6.0% | $6,688-19.9% |
| Admin fee / account holder | $3,668 | $9,750-62.4% | $8,355-56.1% | $13,397-72.6% |