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 9-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 | $125,014 | $102,616+21.8% | $81,983+52.5% | $158,922-21.3% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.2%-5.6pp | 82.0%-18.3pp |
| Annual return | 7.07% | 61.04%-54.0pp | 41.31%-34.2pp | 302.83%-295.8pp |
| Employer contribution / active EE | $903 | $3,240-72.1% | $2,498-63.8% | $4,761-81.0% |
| Participant deferral / active EE | $5,972 | $4,648+28.5% | $3,722+60.4% | $5,982-0.2% |
| Admin fee / account holder | $836 | $8,235-89.8% | $5,664-85.2% | $11,246-92.6% |