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 | $106,588 | $105,181+1.3% | $159,436-33.1% | $85,850+24.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 28.43% | 45.07%-16.6pp | 263.57%-235.1pp | 318.53%-290.1pp |
| Employer contribution / active EE | $1,921 | $3,318-42.1% | $4,829-60.2% | $2,565-25.1% |
| Participant deferral / active EE | $4,216 | $5,945-29.1% | $7,352-42.7% | $3,952+6.7% |
| Admin fee / account holder | $4,821 | $6,933-30.5% | $10,799-55.4% | $6,260-23.0% |