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 | $155,869 | $126,574+23.1% | $106,213+46.8% | $145,922+6.8% |
| Participation rate | 45.8% | 77.6%-31.8pp | 75.3%-29.4pp | 80.3%-34.4pp |
| Annual return | 11.08% | 224.79%-213.7pp | 116.14%-105.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,157 | $3,730-69.0% | $3,171-63.5% | $4,660-75.2% |
| Participant deferral / active EE | $3,261 | $5,724-43.0% | $5,016-35.0% | $6,688-51.2% |
| Admin fee / account holder | $7,048 | $17,304-59.3% | $11,033-36.1% | $13,397-47.4% |