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 | $151,873 | $124,281+22.2% | $109,143+39.2% | $167,490-9.3% |
| Participation rate | 52.9% | 79.4%-26.5pp | 75.9%-22.9pp | 82.1%-29.2pp |
| Annual return | 13.66% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,583 | $4,207-62.4% | $3,722-57.5% | $4,837-67.3% |
| Participant deferral / active EE | $4,034 | $5,255-23.2% | $4,653-13.3% | $6,341-36.4% |
| Admin fee / account holder | $2,825 | $7,970-64.6% | $6,752-58.2% | $12,309-77.1% |