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 | $102,465 | $111,724-8.3% | $93,606+9.5% | $145,922-29.8% |
| Participation rate | 63.2% | 74.2%-11.0pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 9.91% | 202.98%-193.1pp | 133.20%-123.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,430 | $3,090-53.7% | $2,420-40.9% | $4,660-69.3% |
| Participant deferral / active EE | $4,424 | $4,912-9.9% | $4,411+0.3% | $6,688-33.8% |
| Admin fee / account holder | $2,377 | $10,250-76.8% | $8,285-71.3% | $13,397-82.3% |