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 | $128,500 | $114,381+12.3% | $107,525+19.5% | $142,382-9.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 24.10% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,705 | $4,015+17.2% | $3,754+25.4% | $4,299+9.4% |
| Participant deferral / active EE | $12,081 | $5,564+117.1% | $5,116+136.2% | $6,507+85.7% |
| Admin fee / account holder | $469 | $9,860-95.2% | $8,919-94.7% | $12,624-96.3% |