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 5-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 | $34,538 | $148,534-76.7% | $135,903-74.6% | $139,434-75.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.56% | 79.19%-55.6pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $13,685 | $5,243+161.0% | $4,856+181.8% | $4,751+188.1% |
| Participant deferral / active EE | $8,444 | $8,100+4.2% | $7,758+8.8% | $6,710+25.8% |
| Admin fee / account holder | $369 | $12,400-97.0% | $10,762-96.6% | $11,403-96.8% |