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 8-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 | $120,832 | $64,839+86.4% | $95,585+26.4% | $84,808+42.5% |
| Participation rate | 55.0% | 63.8%-8.8pp | 72.1%-17.1pp | 68.3%-13.3pp |
| Annual return | 18.36% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,521 | $1,759-13.5% | $2,527-39.8% | $2,631-42.2% |
| Participant deferral / active EE | $4,018 | $2,965+35.5% | $4,023-0.1% | $4,212-4.6% |
| Admin fee / account holder | $1,974 | $5,964-66.9% | $6,127-67.8% | $7,344-73.1% |