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 | $127,254 | $177,572-28.3% | $154,803-17.8% | $142,382-10.6% |
| Participation rate | 35.0% | 82.1%-47.1pp | 78.1%-43.1pp | 80.1%-45.1pp |
| Annual return | 18.65% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,921 | $4,810-39.3% | $4,305-32.2% | $4,299-32.1% |
| Participant deferral / active EE | $3,840 | $6,272-38.8% | $5,540-30.7% | $6,507-41.0% |
| Admin fee / account holder | $1,756 | $16,786-89.5% | $14,329-87.7% | $12,624-86.1% |