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 | $118,674 | $77,314+53.5% | $177,989-33.3% | $80,856+46.8% |
| Participation rate | 64.9% | 65.7%-0.8pp | 77.1%-12.2pp | 67.6%-2.8pp |
| Annual return | 14.24% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,620 | $2,292+57.9% | $3,949-8.3% | $2,755+31.4% |
| Participant deferral / active EE | $7,612 | $4,411+72.6% | $6,276+21.3% | $4,296+77.2% |
| Admin fee / account holder | $7,223 | $7,191+0.4% | $10,363-30.3% | $6,918+4.4% |