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 | $120,407 | $133,922-10.1% | $116,228+3.6% | $142,382-15.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 15.19% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,393 | $3,446-59.6% | $2,994-53.5% | $4,299-67.6% |
| Participant deferral / active EE | $5,634 | $5,672-0.7% | $4,953+13.7% | $6,507-13.4% |
| Admin fee / account holder | $1,766 | $14,945-88.2% | $11,989-85.3% | $12,624-86.0% |