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 7-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 | $109,769 | $104,974+4.6% | $95,585+14.8% | $142,382-22.9% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.1%-36.4pp | 80.1%-44.4pp |
| Annual return | 13.80% | 210.33%-196.5pp | 38.56%-24.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,015 | $2,779-63.5% | $2,527-59.8% | $4,299-76.4% |
| Participant deferral / active EE | $4,055 | $4,352-6.8% | $4,023+0.8% | $6,507-37.7% |
| Admin fee / account holder | $1,555 | $6,386-75.7% | $6,127-74.6% | $12,624-87.7% |