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 | $127,428 | $109,413+16.5% | $156,263-18.5% | $84,808+50.3% |
| Participation rate | 44.2% | 72.7%-28.5pp | 78.9%-34.7pp | 68.3%-24.1pp |
| Annual return | 133.06% | 20.18%+112.9pp | 59.47%+73.6pp | 40.90%+92.2pp |
| Employer contribution / active EE | $1,031 | $2,907-64.5% | $4,333-76.2% | $2,631-60.8% |
| Participant deferral / active EE | $2,144 | $4,590-53.3% | $6,158-65.2% | $4,212-49.1% |
| Admin fee / account holder | $124,054 | $9,357+1225.8% | $14,255+770.3% | $7,344+1589.2% |