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 5-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 | $99,851 | $89,753+11.3% | $107,525-7.1% | $84,808+17.7% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 18.45% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,698 | $3,113+18.8% | $3,754-1.5% | $2,631+40.5% |
| Participant deferral / active EE | $6,430 | $4,056+58.5% | $5,116+25.7% | $4,212+52.7% |
| Admin fee / account holder | $2,274 | $7,222-68.5% | $8,919-74.5% | $7,344-69.0% |