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 | $97,613 | $114,381-14.7% | $107,525-9.2% | $142,382-31.4% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.1%-16.0pp | 80.1%-21.0pp |
| Annual return | 13.82% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,079 | $4,015-23.3% | $3,754-18.0% | $4,299-28.4% |
| Participant deferral / active EE | $8,473 | $5,564+52.3% | $5,116+65.6% | $6,507+30.2% |
| Admin fee / account holder | $1,879 | $9,860-80.9% | $8,919-78.9% | $12,624-85.1% |