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 | $114,694 | $125,758-8.8% | $169,993-32.5% | $75,163+52.6% |
| Participation rate | 41.1% | 83.6%-42.5pp | 87.0%-45.9pp | 67.2%-26.1pp |
| Annual return | 16.97% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,092 | $4,615-54.7% | $6,785-69.2% | $2,670-21.7% |
| Participant deferral / active EE | $4,730 | $6,837-30.8% | $10,408-54.6% | $4,125+14.7% |
| Admin fee / account holder | $1,797 | $8,173-78.0% | $12,815-86.0% | $5,651-68.2% |