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 | $149,175 | $114,381+30.4% | $107,525+38.7% | $142,382+4.8% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 20.12% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,118 | $4,015-72.2% | $3,754-70.2% | $4,299-74.0% |
| Participant deferral / active EE | $7,074 | $5,564+27.1% | $5,116+38.3% | $6,507+8.7% |
| Admin fee / account holder | $359 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |