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 5-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 | $166,805 | $179,726-7.2% | $156,263+6.7% | $142,382+17.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 20.34% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,380 | $5,069-33.3% | $4,333-22.0% | $4,299-21.4% |
| Participant deferral / active EE | $8,630 | $6,956+24.1% | $6,158+40.1% | $6,507+32.6% |
| Admin fee / account holder | $591 | $17,272-96.6% | $14,255-95.9% | $12,624-95.3% |