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 | $145,633 | $105,126+38.5% | $94,646+53.9% | $139,434+4.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 18.12% | 38.03%-19.9pp | 156.71%-138.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,067 | $4,106-0.9% | $3,672+10.7% | $4,751-14.4% |
| Participant deferral / active EE | $9,000 | $7,599+18.4% | $7,418+21.3% | $6,710+34.1% |
| Admin fee / account holder | $535 | $8,984-94.1% | $7,231-92.6% | $11,403-95.3% |