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 | $161,072 | $117,983+36.5% | $101,794+58.2% | $142,382+13.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 10.24% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,302 | $2,773-17.0% | $2,289+0.6% | $4,299-46.5% |
| Participant deferral / active EE | $7,406 | $4,714+57.1% | $4,084+81.3% | $6,507+13.8% |
| Admin fee / account holder | $1,084 | $10,433-89.6% | $8,777-87.7% | $12,624-91.4% |