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 | $121,404 | $177,572-31.6% | $154,803-21.6% | $142,382-14.7% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.1%-34.3pp | 80.1%-36.4pp |
| Annual return | 19.43% | 65.07%-45.6pp | 58.88%-39.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,319 | $4,810+10.6% | $4,305+23.5% | $4,299+23.7% |
| Participant deferral / active EE | $3,516 | $6,272-43.9% | $5,540-36.5% | $6,507-46.0% |
| Admin fee / account holder | $1,251 | $16,786-92.5% | $14,329-91.3% | $12,624-90.1% |