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 | $113,234 | $104,974+7.9% | $95,585+18.5% | $142,382-20.5% |
| Participation rate | 52.6% | 75.0%-22.3pp | 72.1%-19.4pp | 80.1%-27.5pp |
| Annual return | 15.11% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,012 | $2,779+80.4% | $2,527+98.4% | $4,299+16.6% |
| Participant deferral / active EE | $5,915 | $4,352+35.9% | $4,023+47.1% | $6,507-9.1% |
| Admin fee / account holder | $1,907 | $6,386-70.1% | $6,127-68.9% | $12,624-84.9% |