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 | $97,980 | $74,888+30.8% | $71,209+37.6% | $142,382-31.2% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 19.15% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,224 | $2,854+13.0% | $2,721+18.5% | $4,299-25.0% |
| Participant deferral / active EE | $8,413 | $4,454+88.9% | $4,175+101.5% | $6,507+29.3% |
| Admin fee / account holder | $1,258 | $5,568-77.4% | $5,349-76.5% | $12,624-90.0% |