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 7-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 | $135,130 | $133,922+0.9% | $116,228+16.3% | $142,382-5.1% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.6%-29.1pp | 80.1%-34.7pp |
| Annual return | 19.26% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,129 | $3,446-67.2% | $2,994-62.3% | $4,299-73.7% |
| Participant deferral / active EE | $4,254 | $5,672-25.0% | $4,953-14.1% | $6,507-34.6% |
| Admin fee / account holder | $528 | $14,945-96.5% | $11,989-95.6% | $12,624-95.8% |