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 | $98,804 | $104,974-5.9% | $95,585+3.4% | $142,382-30.6% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 17.74% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,616 | $2,779-41.8% | $2,527-36.0% | $4,299-62.4% |
| Participant deferral / active EE | $5,388 | $4,352+23.8% | $4,023+33.9% | $6,507-17.2% |
| Admin fee / account holder | $3,404 | $6,386-46.7% | $6,127-44.4% | $12,624-73.0% |