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 | $65,204 | $159,602-59.1% | $150,045-56.5% | $142,382-54.2% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.3%-17.6pp | 80.1%-15.4pp |
| Annual return | 24.86% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $5,561 | $4,961+12.1% | $4,693+18.5% | $4,299+29.3% |
| Participant deferral / active EE | $7,932 | $8,310-4.5% | $7,997-0.8% | $6,507+21.9% |
| Admin fee / account holder | $3,893 | $14,846-73.8% | $13,435-71.0% | $12,624-69.2% |