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 | $114,002 | $112,881+1.0% | $90,951+25.3% | $158,922-28.3% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 18.95% | 215.79%-196.8pp | 134.60%-115.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,080 | $2,893-62.7% | $2,122-49.1% | $4,761-77.3% |
| Participant deferral / active EE | $4,337 | $4,128+5.1% | $3,373+28.6% | $5,982-27.5% |
| Admin fee / account holder | $2,927 | $8,041-63.6% | $5,959-50.9% | $11,246-74.0% |