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 4-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 | $140,811 | $133,922+5.1% | $116,228+21.2% | $142,382-1.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 19.86% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,848 | $3,446-46.4% | $2,994-38.3% | $4,299-57.0% |
| Participant deferral / active EE | $15,500 | $5,672+173.3% | $4,953+212.9% | $6,507+138.2% |
| Admin fee / account holder | $682 | $14,945-95.4% | $11,989-94.3% | $12,624-94.6% |