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 | $79,165 | $89,355-11.4% | $141,162-43.9% | $72,985+8.5% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 26.67% | 111.85%-85.2pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $3,156 | $3,114+1.3% | $4,735-33.4% | $2,440+29.3% |
| Participant deferral / active EE | $7,533 | $5,418+39.0% | $6,709+12.3% | $3,607+108.8% |
| Admin fee / account holder | $2,400 | $5,958-59.7% | $10,261-76.6% | $5,124-53.2% |