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 | $131,301 | $108,919+20.5% | $100,391+30.8% | $145,922-10.0% |
| Participation rate | 63.2% | 82.9%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 18.26% | 57.88%-39.6pp | 49.20%-30.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,185 | $4,419-73.2% | $3,942-69.9% | $4,660-74.6% |
| Participant deferral / active EE | $8,498 | $8,445+0.6% | $8,082+5.1% | $6,688+27.1% |
| Admin fee / account holder | $9,837 | $9,689+1.5% | $7,899+24.5% | $13,397-26.6% |