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 | $94,221 | $111,754-15.7% | $103,333-8.8% | $145,922-35.4% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 23.62% | 24.77%-1.1pp | 24.88%-1.3pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,144 | $4,212-49.1% | $3,868-44.6% | $4,660-54.0% |
| Participant deferral / active EE | $5,179 | $5,619-7.8% | $5,057+2.4% | $6,688-22.6% |
| Admin fee / account holder | $10,076 | $9,750+3.3% | $8,355+20.6% | $13,397-24.8% |