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 | $97,565 | $111,754-12.7% | $103,333-5.6% | $145,922-33.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 18.82% | 24.77%-5.9pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,418 | $4,212-18.8% | $3,868-11.6% | $4,660-26.6% |
| Participant deferral / active EE | $4,074 | $5,619-27.5% | $5,057-19.5% | $6,688-39.1% |
| Admin fee / account holder | $363 | $9,750-96.3% | $8,355-95.7% | $13,397-97.3% |