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 | $127,253 | $109,327+16.4% | $89,391+42.4% | $158,922-19.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 18.77% | 345.68%-326.9pp | 245.62%-226.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,643 | $3,170-48.2% | $2,586-36.4% | $4,761-65.5% |
| Participant deferral / active EE | $2,091 | $4,598-54.5% | $3,890-46.2% | $5,982-65.0% |
| Admin fee / account holder | $1,802 | $6,153-70.7% | $4,881-63.1% | $11,246-84.0% |