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 | $122,625 | $74,888+63.7% | $71,209+72.2% | $142,382-13.9% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 21.00% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,064 | $2,854-62.7% | $2,721-60.9% | $4,299-75.3% |
| Participant deferral / active EE | $2,340 | $4,454-47.5% | $4,175-44.0% | $6,507-64.0% |
| Admin fee / account holder | $318 | $5,568-94.3% | $5,349-94.1% | $12,624-97.5% |