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 | $151,425 | $217,402-30.3% | $185,823-18.5% | $167,490-9.6% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 24.59% | 148.36%-123.8pp | 122.05%-97.5pp | 478.56%-454.0pp |
| Employer contribution / active EE | $7,000 | $5,873+19.2% | $5,167+35.5% | $4,837+44.7% |
| Participant deferral / active EE | $4,857 | $6,356-23.6% | $5,568-12.8% | $6,341-23.4% |
| Admin fee / account holder | $5,333 | $19,811-73.1% | $16,237-67.2% | $12,309-56.7% |