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 | $120,286 | $104,664+14.9% | $85,682+40.4% | $167,490-28.2% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.9%-32.4pp | 82.1%-44.6pp |
| Annual return | 15.90% | 21.45%-5.6pp | 21.49%-5.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,206 | $3,337-63.9% | $2,618-53.9% | $4,837-75.1% |
| Participant deferral / active EE | $2,640 | $4,824-45.3% | $3,923-32.7% | $6,341-58.4% |
| Admin fee / account holder | $549 | $10,032-94.5% | $6,873-92.0% | $12,309-95.5% |