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 | $206,803 | $177,572+16.5% | $154,803+33.6% | $142,382+45.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 13.73% | 65.07%-51.3pp | 58.88%-45.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,508 | $4,810-68.6% | $4,305-65.0% | $4,299-64.9% |
| Participant deferral / active EE | $4,694 | $6,272-25.2% | $5,540-15.3% | $6,507-27.9% |
| Admin fee / account holder | $3,752 | $16,786-77.6% | $14,329-73.8% | $12,624-70.3% |