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 | $115,403 | $110,502+4.4% | $80,716+43.0% | $167,490-31.1% |
| Participation rate | 63.6% | 64.0%-0.3pp | 54.2%+9.5pp | 82.1%-18.5pp |
| Annual return | 16.87% | 120.54%-103.7pp | 87.28%-70.4pp | 478.56%-461.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,357 | $2,871+121.5% | $2,146+196.3% | $6,341+0.3% |
| Admin fee / account holder | $5,914 | $4,545+30.1% | $3,380+75.0% | $12,309-52.0% |