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 | $82,818 | $110,257-24.9% | $96,544-14.2% | $139,434-40.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.45% | 26.32%-5.9pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,044 | $3,620-71.2% | $2,965-64.8% | $4,751-78.0% |
| Participant deferral / active EE | $2,658 | $5,548-52.1% | $4,851-45.2% | $6,710-60.4% |
| Admin fee / account holder | $323 | $11,591-97.2% | $8,252-96.1% | $11,403-97.2% |