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 6-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 | $89,507 | $95,561-6.3% | $77,163+16.0% | $139,434-35.8% |
| Participation rate | 33.3% | 73.9%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 16.08% | 54.92%-38.8pp | 37.87%-21.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $971 | $3,147-69.1% | $2,535-61.7% | $4,751-79.6% |
| Participant deferral / active EE | $4,619 | $4,624-0.1% | $3,833+20.5% | $6,710-31.2% |
| Admin fee / account holder | $947 | $8,295-88.6% | $5,472-82.7% | $11,403-91.7% |