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 5-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 | $99,446 | $107,452-7.5% | $91,541+8.6% | $142,382-30.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 22.53% | 22.06%+0.5pp | 20.50%+2.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,776 | $2,994+92.9% | $2,505+130.6% | $4,299+34.4% |
| Participant deferral / active EE | $13,533 | $4,754+184.7% | $4,008+237.7% | $6,507+108.0% |
| Admin fee / account holder | $11,119 | $8,834+25.9% | $6,956+59.8% | $12,624-11.9% |