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 | $88,047 | $169,032-47.9% | $129,207-31.9% | $145,922-39.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.85% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,044 | $5,537-81.1% | $4,153-74.9% | $4,660-77.6% |
| Participant deferral / active EE | $4,580 | $4,987-8.2% | $4,168+9.9% | $6,688-31.5% |
| Admin fee / account holder | $3,560 | $9,954-64.2% | $7,715-53.8% | $13,397-73.4% |