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 7-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 | $94,568 | $74,888+26.3% | $71,209+32.8% | $142,382-33.6% |
| Participation rate | 31.3% | 76.2%-45.0pp | 73.8%-42.5pp | 80.1%-48.9pp |
| Annual return | 23.85% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,356 | $2,854-52.5% | $2,721-50.2% | $4,299-68.5% |
| Participant deferral / active EE | $3,624 | $4,454-18.6% | $4,175-13.2% | $6,507-44.3% |
| Admin fee / account holder | $359 | $5,568-93.5% | $5,349-93.3% | $12,624-97.2% |