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 6-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 | $147,584 | $111,754+32.1% | $103,333+42.8% | $145,922+1.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.07% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,560 | $4,212-63.0% | $3,868-59.7% | $4,660-66.5% |
| Participant deferral / active EE | $11,700 | $5,619+108.2% | $5,057+131.3% | $6,688+74.9% |
| Admin fee / account holder | $585 | $9,750-94.0% | $8,355-93.0% | $13,397-95.6% |