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 9-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 | $116,453 | $107,452+8.4% | $91,541+27.2% | $142,382-18.2% |
| Participation rate | 54.2% | 75.1%-20.9pp | 69.8%-15.6pp | 80.1%-26.0pp |
| Annual return | 13.74% | 22.06%-8.3pp | 20.50%-6.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $707 | $2,994-76.4% | $2,505-71.8% | $4,299-83.6% |
| Participant deferral / active EE | $6,856 | $4,754+44.2% | $4,008+71.1% | $6,507+5.4% |
| Admin fee / account holder | $742 | $8,834-91.6% | $6,956-89.3% | $12,624-94.1% |