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 | $112,856 | $102,616+10.0% | $81,983+37.7% | $158,922-29.0% |
| Participation rate | 53.3% | 75.5%-22.2pp | 69.2%-15.9pp | 82.0%-28.6pp |
| Annual return | 11.23% | 61.04%-49.8pp | 41.31%-30.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $928 | $3,240-71.4% | $2,498-62.8% | $4,761-80.5% |
| Participant deferral / active EE | $3,174 | $4,648-31.7% | $3,722-14.7% | $5,982-46.9% |
| Admin fee / account holder | $9,510 | $8,235+15.5% | $5,664+67.9% | $11,246-15.4% |