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 | $126,112 | $89,753+40.5% | $107,525+17.3% | $84,808+48.7% |
| Participation rate | 64.3% | 68.1%-3.8pp | 75.1%-10.8pp | 68.3%-4.0pp |
| Annual return | 20.73% | 29.48%-8.7pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,967 | $3,113-36.8% | $3,754-47.6% | $2,631-25.2% |
| Participant deferral / active EE | $6,703 | $4,056+65.3% | $5,116+31.0% | $4,212+59.2% |
| Admin fee / account holder | $13,631 | $7,222+88.7% | $8,919+52.8% | $7,344+85.6% |