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 10-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 | $127,544 | $118,427+7.7% | $66,042+93.1% | $142,382-10.4% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 20.30% | 35.57%-15.3pp | 52.11%-31.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,774 | $2,570-31.0% | $1,579+12.3% | $4,299-58.7% |
| Participant deferral / active EE | $7,242 | $4,311+68.0% | $2,835+155.4% | $6,507+11.3% |
| Admin fee / account holder | $378 | $9,593-96.1% | $5,747-93.4% | $12,624-97.0% |