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 | $101,773 | $89,753+13.4% | $107,525-5.3% | $84,808+20.0% |
| Participation rate | 63.0% | 68.1%-5.1pp | 75.1%-12.1pp | 68.3%-5.3pp |
| Annual return | 14.00% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,925 | $3,113-6.1% | $3,754-22.1% | $2,631+11.2% |
| Participant deferral / active EE | $5,919 | $4,056+45.9% | $5,116+15.7% | $4,212+40.5% |
| Admin fee / account holder | $2,321 | $7,222-67.9% | $8,919-74.0% | $7,344-68.4% |