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 | $98,498 | $107,934-8.7% | $91,989+7.1% | $152,861-35.6% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.4%-27.9pp |
| Annual return | 18.15% | 89.24%-71.1pp | 69.02%-50.9pp | 345.32%-327.2pp |
| Employer contribution / active EE | $8,104 | $4,210+92.5% | $3,452+134.8% | $4,762+70.2% |
| Participant deferral / active EE | $4,732 | $6,364-25.6% | $5,923-20.1% | $5,850-19.1% |
| Admin fee / account holder | $761 | $10,520-92.8% | $7,743-90.2% | $11,596-93.4% |