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 | $118,064 | $179,726-34.3% | $156,263-24.4% | $142,382-17.1% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.9%-9.7pp | 80.1%-10.9pp |
| Annual return | 14.58% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,298 | $5,069-15.2% | $4,333-0.8% | $4,2990% |
| Participant deferral / active EE | $7,985 | $6,956+14.8% | $6,158+29.7% | $6,507+22.7% |
| Admin fee / account holder | $3,797 | $17,272-78.0% | $14,255-73.4% | $12,624-69.9% |