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 | $108,911 | $109,327-0.4% | $89,391+21.8% | $158,922-31.5% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.6pp | 82.0%-23.6pp |
| Annual return | 12.72% | 345.68%-333.0pp | 245.62%-232.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,608 | $3,170-49.3% | $2,586-37.8% | $4,761-66.2% |
| Participant deferral / active EE | $7,208 | $4,598+56.8% | $3,890+85.3% | $5,982+20.5% |
| Admin fee / account holder | $767 | $6,153-87.5% | $4,881-84.3% | $11,246-93.2% |