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 | $65,281 | $202,432-67.8% | $169,368-61.5% | $139,434-53.2% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 21.75% | 531.74%-510.0pp | 405.60%-383.8pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,921 | $4,692-37.7% | $4,013-27.2% | $4,751-38.5% |
| Participant deferral / active EE | $10,228 | $6,938+47.4% | $6,221+64.4% | $6,710+52.4% |
| Admin fee / account holder | $29,755 | $10,708+177.9% | $9,003+230.5% | $11,403+161.0% |