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 | $130,575 | $95,266+37.1% | $82,389+58.5% | $142,382-8.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 15.05% | 25.74%-10.7pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,688 | $2,991-43.6% | $2,517-33.0% | $4,299-60.7% |
| Participant deferral / active EE | $7,788 | $4,809+61.9% | $4,155+87.5% | $6,507+19.7% |
| Admin fee / account holder | $1,412 | $8,563-83.5% | $7,231-80.5% | $12,624-88.8% |