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 3-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 | $127,167 | $111,754+13.8% | $103,333+23.1% | $145,922-12.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.93% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,850 | $4,212-32.3% | $3,868-26.3% | $4,660-38.8% |
| Participant deferral / active EE | $2,896 | $5,619-48.5% | $5,057-42.7% | $6,688-56.7% |
| Admin fee / account holder | $1,897 | $9,750-80.5% | $8,355-77.3% | $13,397-85.8% |