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 | $127,139 | $127,065+0.1% | $113,168+12.3% | $142,382-10.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 16.99% | 24.03%-7.0pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,995 | $3,442-42.0% | $2,975-32.9% | $4,299-53.6% |
| Participant deferral / active EE | $11,318 | $5,716+98.0% | $5,107+121.6% | $6,507+73.9% |
| Admin fee / account holder | $622 | $15,736-96.0% | $12,068-94.8% | $12,624-95.1% |