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 | $207,127 | $114,381+81.1% | $107,525+92.6% | $142,382+45.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 16.33% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,875 | $4,015-53.3% | $3,754-50.0% | $4,299-56.4% |
| Participant deferral / active EE | $3,750 | $5,564-32.6% | $5,116-26.7% | $6,507-42.4% |
| Admin fee / account holder | $639 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |