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 | $103,754 | $96,956+7.0% | $70,014+48.2% | $273,961-62.1% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.8%-71.8pp | 83.0%-83.0pp |
| Annual return | 23.92% | 12.93%+11.0pp | 12.99%+10.9pp | 41.45%-17.5pp |
| Employer contribution / active EE | $17,357 | $3,316+423.5% | $2,338+642.3% | $4,869+256.5% |
| Participant deferral / active EE | $21,240 | $3,744+467.3% | $2,931+624.7% | $5,287+301.7% |
| Admin fee / account holder | $474 | $7,934-94.0% | $4,380-89.2% | $10,132-95.3% |