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 5-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 | $153,801 | $214,378-28.3% | $200,582-23.3% | $142,382+8.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 12.37% | 46.41%-34.0pp | 42.33%-30.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $7,507 | $6,841+9.7% | $6,419+16.9% | $4,299+74.6% |
| Participant deferral / active EE | $11,673 | $9,865+18.3% | $9,331+25.1% | $6,507+79.4% |
| Admin fee / account holder | $597 | $17,692-96.6% | $16,305-96.3% | $12,624-95.3% |