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 | $118,379 | $109,982+7.6% | $97,226+21.8% | $145,922-18.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 15.99% | 242.90%-226.9pp | 75.13%-59.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,656 | $3,084-46.3% | $2,729-39.3% | $4,660-64.5% |
| Participant deferral / active EE | $2,503 | $4,676-46.5% | $4,264-41.3% | $6,688-62.6% |
| Admin fee / account holder | $755 | $6,221-87.9% | $5,654-86.6% | $13,397-94.4% |