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 | $80,201 | $54,705+46.6% | $71,209+12.6% | $84,808-5.4% |
| Participation rate | 43.8% | 64.1%-20.3pp | 73.8%-30.0pp | 68.3%-24.6pp |
| Annual return | 18.66% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,461 | $2,158-32.3% | $2,721-46.3% | $2,631-44.5% |
| Participant deferral / active EE | $3,054 | $3,030+0.8% | $4,175-26.8% | $4,212-27.5% |
| Admin fee / account holder | $2,378 | $4,863-51.1% | $5,349-55.5% | $7,344-67.6% |