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 | $105,545 | $101,317+4.2% | $146,958-28.2% | $74,495+41.7% |
| Participation rate | 52.1% | 75.5%-23.5pp | 82.2%-30.1pp | 67.2%-15.1pp |
| Annual return | 13.11% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,766 | $3,810-53.6% | $4,933-64.2% | $2,623-32.7% |
| Participant deferral / active EE | $3,709 | $7,303-49.2% | $8,070-54.0% | $4,346-14.7% |
| Admin fee / account holder | $6,358 | $1,739+265.7% | $12,998-51.1% | $1,942+227.5% |