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 | $115,853 | $102,317+13.2% | $146,958-21.2% | $80,856+43.3% |
| Participation rate | 69.8% | 75.8%-6.1pp | 82.2%-12.4pp | 67.6%+2.1pp |
| Annual return | 15.20% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,704 | $3,713+26.7% | $4,933-4.6% | $2,755+70.8% |
| Participant deferral / active EE | $6,184 | $6,644-6.9% | $8,070-23.4% | $4,296+44.0% |
| Admin fee / account holder | $3,669 | $7,941-53.8% | $12,998-71.8% | $6,918-47.0% |