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 | $95,699 | $89,753+6.6% | $107,525-11.0% | $84,808+12.8% |
| Participation rate | 66.0% | 68.1%-2.0pp | 75.1%-9.0pp | 68.3%-2.3pp |
| Annual return | 21.63% | 29.48%-7.9pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,421 | $3,113+9.9% | $3,754-8.9% | $2,631+30.0% |
| Participant deferral / active EE | $5,027 | $4,056+23.9% | $5,116-1.7% | $4,212+19.4% |
| Admin fee / account holder | $1,449 | $7,222-79.9% | $8,919-83.8% | $7,344-80.3% |