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 | $119,272 | $115,770+3.0% | $101,248+17.8% | $158,922-24.9% |
| Participation rate | 45.0% | 79.4%-34.4pp | 75.8%-30.8pp | 82.0%-37.0pp |
| Annual return | 24.00% | 56.14%-32.1pp | 46.47%-22.5pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,587 | $4,175-62.0% | $3,660-56.6% | $4,761-66.7% |
| Participant deferral / active EE | $5,969 | $4,957+20.4% | $4,370+36.6% | $5,982-0.2% |
| Admin fee / account holder | $902 | $7,245-87.5% | $5,945-84.8% | $11,246-92.0% |