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 | $115,842 | $109,881+5.4% | $150,045-22.8% | $84,808+36.6% |
| Participation rate | 65.4% | 76.1%-10.7pp | 82.3%-16.9pp | 68.3%-2.9pp |
| Annual return | 239.08% | 28.25%+210.8pp | 62.55%+176.5pp | 40.90%+198.2pp |
| Employer contribution / active EE | $1,781 | $3,561-50.0% | $4,693-62.1% | $2,631-32.3% |
| Participant deferral / active EE | $9,261 | $6,636+39.6% | $7,997+15.8% | $4,212+119.9% |
| Admin fee / account holder | $3,745 | $8,568-56.3% | $13,435-72.1% | $7,344-49.0% |