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 | $114,152 | $158,398-27.9% | $126,539-9.8% | $142,382-19.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 18.87% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,434 | $4,650+16.9% | $3,674+47.9% | $4,299+26.4% |
| Participant deferral / active EE | $4,807 | $4,767+0.8% | $4,083+17.7% | $6,507-26.1% |
| Admin fee / account holder | $712 | $6,918-89.7% | $6,065-88.3% | $12,624-94.4% |