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 | $124,888 | $100,773+23.9% | $88,946+40.4% | $142,382-12.3% |
| Participation rate | 27.3% | 74.3%-47.0pp | 68.8%-41.6pp | 80.1%-52.8pp |
| Annual return | 13.83% | 70.18%-56.4pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,116 | $2,918-61.7% | $2,555-56.3% | $4,299-74.0% |
| Participant deferral / active EE | $4,341 | $5,230-17.0% | $4,581-5.2% | $6,507-33.3% |
| Admin fee / account holder | $3,037 | $9,693-68.7% | $8,261-63.2% | $12,624-75.9% |