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 | $150,640 | $114,381+31.7% | $107,525+40.1% | $142,382+5.8% |
| Participation rate | 53.8% | 78.1%-24.3pp | 75.1%-21.2pp | 80.1%-26.3pp |
| Annual return | 13.91% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,158 | $4,015-46.3% | $3,754-42.5% | $4,299-49.8% |
| Participant deferral / active EE | $6,665 | $5,564+19.8% | $5,116+30.3% | $6,507+2.4% |
| Admin fee / account holder | $601 | $9,860-93.9% | $8,919-93.3% | $12,624-95.2% |