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 | $120,782 | $107,452+12.4% | $91,541+31.9% | $142,382-15.2% |
| Participation rate | 64.7% | 75.1%-10.4pp | 69.8%-5.1pp | 80.1%-15.4pp |
| Annual return | 18.47% | 22.06%-3.6pp | 20.50%-2.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,214 | $2,994+107.5% | $2,505+148.1% | $4,299+44.5% |
| Participant deferral / active EE | $9,910 | $4,754+108.4% | $4,008+147.3% | $6,507+52.3% |
| Admin fee / account holder | $1,053 | $8,834-88.1% | $6,956-84.9% | $12,624-91.7% |