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 | $90,782 | $110,261-17.7% | $95,745-5.2% | $139,434-34.9% |
| Participation rate | 57.9% | 75.8%-17.9pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 16.42% | 27.11%-10.7pp | 28.35%-11.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,622 | $3,257-19.5% | $2,835-7.5% | $4,751-44.8% |
| Participant deferral / active EE | $4,433 | $4,676-5.2% | $4,245+4.4% | $6,710-33.9% |
| Admin fee / account holder | $2,880 | $6,613-56.5% | $5,678-49.3% | $11,403-74.7% |