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 | $121,592 | $104,974+15.8% | $95,585+27.2% | $142,382-14.6% |
| Participation rate | 41.7% | 75.0%-33.3pp | 72.1%-30.4pp | 80.1%-38.5pp |
| Annual return | 14.50% | 210.33%-195.8pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,257 | $2,779-54.8% | $2,527-50.2% | $4,299-70.8% |
| Participant deferral / active EE | $4,835 | $4,352+11.1% | $4,023+20.2% | $6,507-25.7% |
| Admin fee / account holder | $1,770 | $6,386-72.3% | $6,127-71.1% | $12,624-86.0% |