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 | $93,357 | $74,888+24.7% | $71,209+31.1% | $142,382-34.4% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.1%-45.1pp |
| Annual return | 28.02% | 345.14%-317.1pp | 282.51%-254.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,582 | $2,854-44.6% | $2,721-41.9% | $4,299-63.2% |
| Participant deferral / active EE | $2,048 | $4,454-54.0% | $4,175-51.0% | $6,507-68.5% |
| Admin fee / account holder | $2,765 | $5,568-50.3% | $5,349-48.3% | $12,624-78.1% |