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 | $106,180 | $127,386-16.6% | $115,037-7.7% | $125,391-15.3% |
| Participation rate | 53.8% | 84.2%-30.3pp | 81.4%-27.5pp | 83.2%-29.3pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,526 | $5,166-31.7% | $4,608-23.5% | $4,866-27.5% |
| Participant deferral / active EE | $6,234 | $6,423-2.9% | $6,026+3.4% | $5,352+16.5% |
| Admin fee / account holder | $128,861 | $9,516+1254.1% | $8,175+1476.3% | $9,540+1250.7% |