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 | $149,697 | $114,381+30.9% | $107,525+39.2% | $142,382+5.1% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 22.57% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,517 | $4,015-62.2% | $3,754-59.6% | $4,299-64.7% |
| Participant deferral / active EE | $2,655 | $5,564-52.3% | $5,116-48.1% | $6,507-59.2% |
| Admin fee / account holder | $567 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |