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 6-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 | $129,454 | $89,753+44.2% | $107,525+20.4% | $84,808+52.6% |
| Participation rate | 36.0% | 68.1%-32.1pp | 75.1%-39.1pp | 68.3%-32.3pp |
| Annual return | 19.97% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,383 | $3,113-23.5% | $3,754-36.5% | $2,631-9.4% |
| Participant deferral / active EE | $5,327 | $4,056+31.3% | $5,116+4.1% | $4,212+26.5% |
| Admin fee / account holder | $11,047 | $7,222+53.0% | $8,919+23.9% | $7,344+50.4% |