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 | $127,724 | $106,515+19.9% | $96,683+32.1% | $139,434-8.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 13.52% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,398 | $4,103-65.9% | $3,737-62.6% | $4,751-70.6% |
| Participant deferral / active EE | $8,052 | $5,454+47.6% | $4,878+65.1% | $6,710+20.0% |
| Admin fee / account holder | $479 | $7,877-93.9% | $6,730-92.9% | $11,403-95.8% |