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 | $121,481 | $117,841+3.1% | $102,423+18.6% | $145,922-16.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 16.76% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,058 | $3,615-70.7% | $3,023-65.0% | $4,660-77.3% |
| Participant deferral / active EE | $5,427 | $5,731-5.3% | $5,053+7.4% | $6,688-18.8% |
| Admin fee / account holder | $2,663 | $13,326-80.0% | $9,451-71.8% | $13,397-80.1% |