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 | $101,572 | $89,753+13.2% | $107,525-5.5% | $84,808+19.8% |
| Participation rate | 65.0% | 68.1%-3.1pp | 75.1%-10.1pp | 68.3%-3.3pp |
| Annual return | 15.82% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,981 | $3,113-4.3% | $3,754-20.6% | $2,631+13.3% |
| Participant deferral / active EE | $6,545 | $4,056+61.4% | $5,116+27.9% | $4,212+55.4% |
| Admin fee / account holder | $5,961 | $7,222-17.5% | $8,919-33.2% | $7,344-18.8% |