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 | $109,013 | $102,317+6.5% | $146,958-25.8% | $80,856+34.8% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 16.51% | 134.76%-118.3pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,899 | $3,713+31.9% | $4,933-0.7% | $2,755+77.8% |
| Participant deferral / active EE | $6,860 | $6,644+3.3% | $8,070-15.0% | $4,296+59.7% |
| Admin fee / account holder | $678 | $7,941-91.5% | $12,998-94.8% | $6,918-90.2% |