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 | $159,022 | $176,377-9.8% | $134,143+18.5% | $158,922+0.1% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 17.02% | 63.63%-46.6pp | 36.33%-19.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,160 | $5,040+2.4% | $3,704+39.3% | $4,761+8.4% |
| Participant deferral / active EE | $11,360 | $4,091+177.7% | $3,499+224.7% | $5,982+89.9% |
| Admin fee / account holder | $914 | $8,718-89.5% | $6,684-86.3% | $11,246-91.9% |