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 | $113,686 | $74,888+51.8% | $71,209+59.7% | $142,382-20.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 14.45% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $9,509 | $2,854+233.1% | $2,721+249.5% | $4,299+121.2% |
| Participant deferral / active EE | $6,136 | $4,454+37.8% | $4,175+47.0% | $6,507-5.7% |
| Admin fee / account holder | $1,009 | $5,568-81.9% | $5,349-81.1% | $12,624-92.0% |