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 | $126,388 | $118,680+6.5% | $98,907+27.8% | $158,922-20.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 26.96% | 372.35%-345.4pp | 196.43%-169.5pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,353 | $3,333-59.4% | $2,689-49.7% | $4,761-71.6% |
| Participant deferral / active EE | $1,687 | $5,088-66.8% | $4,244-60.3% | $5,982-71.8% |
| Admin fee / account holder | $494 | $10,131-95.1% | $6,642-92.6% | $11,246-95.6% |