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 3-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 | $189,681 | $159,602+18.8% | $150,045+26.4% | $142,382+33.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 12.78% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,690 | $4,961-65.9% | $4,693-64.0% | $4,299-60.7% |
| Participant deferral / active EE | $12,155 | $8,310+46.3% | $7,997+52.0% | $6,507+86.8% |
| Admin fee / account holder | $702 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |