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 | $93,972 | $99,640-5.7% | $86,436+8.7% | $134,475-30.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 10.42% | 6782.58%-6772.2pp | 4394.89%-4384.5pp | 417.96%-407.5pp |
| Employer contribution / active EE | $2,200 | $4,400-50.0% | $3,769-41.6% | $4,740-53.6% |
| Participant deferral / active EE | $3,627 | $7,246-49.9% | $6,952-47.8% | $6,400-43.3% |
| Admin fee / account holder | $4,639 | $8,371-44.6% | $6,731-31.1% | $11,426-59.4% |