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 | $98,345 | $104,907-6.3% | $84,611+16.2% | $152,861-35.7% |
| Participation rate | 61.9% | 74.8%-12.9pp | 68.2%-6.3pp | 82.4%-20.5pp |
| Annual return | 25.16% | 373.79%-348.6pp | 258.74%-233.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $560 | $3,302-83.0% | $2,652-78.9% | $4,762-88.2% |
| Participant deferral / active EE | $7,245 | $4,688+54.6% | $3,899+85.8% | $5,850+23.8% |
| Admin fee / account holder | $14,297 | $6,241+129.1% | $4,912+191.1% | $11,596+23.3% |