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 | $112,593 | $74,888+50.3% | $71,209+58.1% | $142,382-20.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 18.30% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,630 | $2,854-42.9% | $2,721-40.1% | $4,299-62.1% |
| Participant deferral / active EE | $6,614 | $4,454+48.5% | $4,175+58.4% | $6,507+1.6% |
| Admin fee / account holder | $1,623 | $5,568-70.9% | $5,349-69.7% | $12,624-87.1% |