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 9-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 | $145,372 | $114,381+27.1% | $107,525+35.2% | $142,382+2.1% |
| Participation rate | 53.8% | 78.1%-24.3pp | 75.1%-21.2pp | 80.1%-26.3pp |
| Annual return | 19.36% | 242.71%-223.3pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,688 | $4,015-58.0% | $3,754-55.0% | $4,299-60.7% |
| Participant deferral / active EE | $8,686 | $5,564+56.1% | $5,116+69.8% | $6,507+33.5% |
| Admin fee / account holder | $17,586 | $9,860+78.4% | $8,919+97.2% | $12,624+39.3% |