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 | $131,813 | $165,335-20.3% | $149,696-11.9% | $158,922-17.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.10% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $8,234 | $5,103+61.4% | $4,644+77.3% | $4,761+72.9% |
| Participant deferral / active EE | $6,973 | $7,181-2.9% | $6,842+1.9% | $5,982+16.6% |
| Admin fee / account holder | $1,647 | $10,807-84.8% | $9,309-82.3% | $11,246-85.4% |