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 | $110,805 | $106,890+3.7% | $84,015+31.9% | $152,861-27.5% |
| Participation rate | 68.8% | 75.2%-6.5pp | 69.0%-0.3pp | 82.4%-13.7pp |
| Annual return | 20.54% | 104.99%-84.4pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,715 | $2,734-37.3% | $1,983-13.5% | $4,762-64.0% |
| Participant deferral / active EE | $4,318 | $4,011+7.7% | $3,239+33.3% | $5,850-26.2% |
| Admin fee / account holder | $330 | $8,285-96.0% | $6,101-94.6% | $11,596-97.2% |