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 | $211,553 | $214,378-1.3% | $200,582+5.5% | $142,382+48.6% |
| Participation rate | 46.2% | 87.4%-41.3pp | 86.9%-40.7pp | 80.1%-34.0pp |
| Annual return | 16.87% | 46.41%-29.5pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,934 | $6,841-57.1% | $6,419-54.3% | $4,299-31.8% |
| Participant deferral / active EE | $5,973 | $9,865-39.4% | $9,331-36.0% | $6,507-8.2% |
| Admin fee / account holder | $538 | $17,692-97.0% | $16,305-96.7% | $12,624-95.7% |