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 | $105,201 | $105,859-0.6% | $90,160+16.7% | $147,584-28.7% |
| Participation rate | 36.4% | 79.7%-43.4pp | 76.9%-40.5pp | 82.8%-46.5pp |
| Annual return | 13.23% | 37.63%-24.4pp | 34.88%-21.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $859 | $4,126-79.2% | $3,318-74.1% | $4,876-82.4% |
| Participant deferral / active EE | $3,833 | $5,733-33.1% | $5,288-27.5% | $5,439-29.5% |
| Admin fee / account holder | $957 | $8,046-88.1% | $5,943-83.9% | $10,885-91.2% |