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 7-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 | $135,993 | $117,983+15.3% | $101,794+33.6% | $142,382-4.5% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.2%-15.9pp | 80.1%-26.8pp |
| Annual return | 16.42% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,609 | $2,773+30.2% | $2,289+57.7% | $4,299-16.0% |
| Participant deferral / active EE | $6,295 | $4,714+33.5% | $4,084+54.1% | $6,507-3.3% |
| Admin fee / account holder | $464 | $10,433-95.6% | $8,777-94.7% | $12,624-96.3% |