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 6-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 | $130,953 | $104,974+24.7% | $95,585+37.0% | $142,382-8.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 17.37% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $432 | $2,779-84.5% | $2,527-82.9% | $4,299-90.0% |
| Participant deferral / active EE | $1,080 | $4,352-75.2% | $4,023-73.2% | $6,507-83.4% |
| Admin fee / account holder | $1,143 | $6,386-82.1% | $6,127-81.3% | $12,624-90.9% |