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 | $109,563 | $148,534-26.2% | $135,903-19.4% | $139,434-21.4% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 18.15% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,103 | $5,243-59.9% | $4,856-56.7% | $4,751-55.7% |
| Participant deferral / active EE | $7,868 | $8,100-2.9% | $7,758+1.4% | $6,710+17.2% |
| Admin fee / account holder | $2,396 | $12,400-80.7% | $10,762-77.7% | $11,403-79.0% |