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 9-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 | $124,724 | $117,983+5.7% | $101,794+22.5% | $142,382-12.4% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.2%-15.3pp | 80.1%-26.3pp |
| Annual return | 16.82% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,279 | $2,773-53.9% | $2,289-44.1% | $4,299-70.3% |
| Participant deferral / active EE | $6,203 | $4,714+31.6% | $4,084+51.9% | $6,507-4.7% |
| Admin fee / account holder | $1,354 | $10,433-87.0% | $8,777-84.6% | $12,624-89.3% |