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 | $103,824 | $89,753+15.7% | $107,525-3.4% | $84,808+22.4% |
| Participation rate | 51.4% | 68.1%-16.6pp | 75.1%-23.6pp | 68.3%-16.9pp |
| Annual return | 19.38% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,751 | $3,113-43.7% | $3,754-53.3% | $2,631-33.4% |
| Participant deferral / active EE | $4,753 | $4,056+17.2% | $5,116-7.1% | $4,212+12.9% |
| Admin fee / account holder | $1,083 | $7,222-85.0% | $8,919-87.9% | $7,344-85.3% |