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 | $101,217 | $89,753+12.8% | $107,525-5.9% | $84,808+19.3% |
| Participation rate | 44.8% | 68.1%-23.2pp | 75.1%-30.2pp | 68.3%-23.5pp |
| Annual return | 18.09% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,114 | $3,113-32.1% | $3,754-43.7% | $2,631-19.6% |
| Participant deferral / active EE | $6,442 | $4,056+58.8% | $5,116+25.9% | $4,212+53.0% |
| Admin fee / account holder | $3,766 | $7,222-47.9% | $8,919-57.8% | $7,344-48.7% |