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 | $110,069 | $45,073+144.2% | $69,455+58.5% | $72,985+50.8% |
| Participation rate | 62.1% | 68.5%-6.4pp | 74.6%-12.5pp | 69.5%-7.4pp |
| Annual return | 110.56% | 22.65%+87.9pp | 28.97%+81.6pp | 81.00%+29.6pp |
| Employer contribution / active EE | $1,049 | $2,054-48.9% | $2,779-62.3% | $2,440-57.0% |
| Participant deferral / active EE | $2,606 | $2,602+0.2% | $3,535-26.3% | $3,607-27.7% |
| Admin fee / account holder | $12,137 | $3,056+297.2% | $3,839+216.1% | $5,124+136.8% |