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 | $87,178 | $111,754-22.0% | $103,333-15.6% | $145,922-40.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 13.52% | 24.77%-11.2pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,367 | $4,212-20.1% | $3,868-12.9% | $4,660-27.7% |
| Participant deferral / active EE | $13,230 | $5,619+135.5% | $5,057+161.6% | $6,688+97.8% |
| Admin fee / account holder | $1,477 | $9,750-84.9% | $8,355-82.3% | $13,397-89.0% |