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 10-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 | $121,296 | $100,773+20.4% | $88,946+36.4% | $142,382-14.8% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.8%-4.6pp | 80.1%-15.8pp |
| Annual return | 15.41% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,198 | $2,918-24.7% | $2,555-14.0% | $4,299-48.9% |
| Participant deferral / active EE | $5,589 | $5,230+6.9% | $4,581+22.0% | $6,507-14.1% |
| Admin fee / account holder | $501 | $9,693-94.8% | $8,261-93.9% | $12,624-96.0% |