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 | $154,773 | $127,065+21.8% | $113,168+36.8% | $142,382+8.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 15.00% | 24.03%-9.0pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,305 | $3,442-33.0% | $2,975-22.5% | $4,299-46.4% |
| Participant deferral / active EE | $18,394 | $5,716+221.8% | $5,107+260.2% | $6,507+182.7% |
| Admin fee / account holder | $1,009 | $15,736-93.6% | $12,068-91.6% | $12,624-92.0% |