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 | $121,188 | $97,744+24.0% | $103,476+17.1% | $145,922-16.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.8pp | 80.3%-13.6pp |
| Annual return | 18.66% | 25.41%-6.8pp | 23.90%-5.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,922 | $4,677-58.9% | $4,672-58.9% | $4,660-58.7% |
| Participant deferral / active EE | $2,504 | $6,603-62.1% | $6,623-62.2% | $6,688-62.6% |
| Admin fee / account holder | $3,879 | $12,515-69.0% | $9,413-58.8% | $13,397-71.0% |