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 | $122,834 | $127,065-3.3% | $113,168+8.5% | $142,382-13.7% |
| Participation rate | 18.8% | 79.2%-60.5pp | 76.6%-57.8pp | 80.1%-61.4pp |
| Annual return | 15.64% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $921 | $3,442-73.2% | $2,975-69.0% | $4,299-78.6% |
| Participant deferral / active EE | $3,576 | $5,716-37.4% | $5,107-30.0% | $6,507-45.0% |
| Admin fee / account holder | $877 | $15,736-94.4% | $12,068-92.7% | $12,624-93.1% |