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 | $117,267 | $111,754+4.9% | $103,333+13.5% | $145,922-19.6% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 12.37% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,272 | $4,212-22.3% | $3,868-15.4% | $4,660-29.8% |
| Participant deferral / active EE | $4,767 | $5,619-15.2% | $5,057-5.7% | $6,688-28.7% |
| Admin fee / account holder | $2,059 | $9,750-78.9% | $8,355-75.4% | $13,397-84.6% |