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 | $124,761 | $111,754+11.6% | $103,333+20.7% | $145,922-14.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 25.09% | 24.77%+0.3pp | 24.88%+0.2pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,085 | $4,212-74.3% | $3,868-72.0% | $4,660-76.7% |
| Participant deferral / active EE | $2,214 | $5,619-60.6% | $5,057-56.2% | $6,688-66.9% |
| Admin fee / account holder | $887 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |