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 | $102,750 | $111,754-8.1% | $103,333-0.6% | $145,922-29.6% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 10.52% | 24.77%-14.2pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,467 | $4,212-41.4% | $3,868-36.2% | $4,660-47.1% |
| Participant deferral / active EE | $3,648 | $5,619-35.1% | $5,057-27.9% | $6,688-45.5% |
| Admin fee / account holder | $10,702 | $9,750+9.8% | $8,355+28.1% | $13,397-20.1% |