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 6-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 | $106,854 | $109,982-2.8% | $97,226+9.9% | $145,922-26.8% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 11.05% | 242.90%-231.9pp | 75.13%-64.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,682 | $3,084-45.4% | $2,729-38.3% | $4,660-63.9% |
| Participant deferral / active EE | $11,764 | $4,676+151.6% | $4,264+175.9% | $6,688+75.9% |
| Admin fee / account holder | $749 | $6,221-88.0% | $5,654-86.8% | $13,397-94.4% |