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 4-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 | $147,839 | $177,572-16.7% | $154,803-4.5% | $142,382+3.8% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 18.12% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $23,814 | $4,810+395.0% | $4,305+453.1% | $4,299+453.9% |
| Participant deferral / active EE | $13,000 | $6,272+107.3% | $5,540+134.6% | $6,507+99.8% |
| Admin fee / account holder | $594 | $16,786-96.5% | $14,329-95.9% | $12,624-95.3% |