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 | $115,015 | $109,327+5.2% | $89,391+28.7% | $158,922-27.6% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 17.97% | 345.68%-327.7pp | 245.62%-227.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,281 | $3,170-59.6% | $2,586-50.4% | $4,761-73.1% |
| Participant deferral / active EE | $4,787 | $4,598+4.1% | $3,890+23.1% | $5,982-20.0% |
| Admin fee / account holder | $338 | $6,153-94.5% | $4,881-93.1% | $11,246-97.0% |