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 | $102,964 | $102,9660% | $90,281+14.0% | $152,861-32.6% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.4%-20.9pp |
| Annual return | 23.88% | 95.16%-71.3pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,950 | $3,139-37.9% | $2,854-31.7% | $4,762-59.1% |
| Participant deferral / active EE | $4,817 | $4,281+12.5% | $3,885+24.0% | $5,850-17.7% |
| Admin fee / account holder | $1,227 | $6,171-80.1% | $5,351-77.1% | $11,596-89.4% |