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 | $110,830 | $152,587-27.4% | $125,175-11.5% | $152,861-27.5% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.4%-20.9pp |
| Annual return | 22.87% | 54.84%-32.0pp | 43.79%-20.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,350 | $4,946-32.3% | $3,865-13.3% | $4,762-29.7% |
| Participant deferral / active EE | $7,053 | $5,868+20.2% | $4,937+42.9% | $5,850+20.6% |
| Admin fee / account holder | $462 | $13,434-96.6% | $9,702-95.2% | $11,596-96.0% |