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 | $121,331 | $210,648-42.4% | $177,989-31.8% | $145,922-16.9% |
| Participation rate | 68.2% | 80.8%-12.6pp | 77.1%-8.9pp | 80.3%-12.1pp |
| Annual return | 16.31% | 385.86%-369.5pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,621 | $4,565-20.7% | $3,949-8.3% | $4,660-22.3% |
| Participant deferral / active EE | $8,422 | $6,958+21.0% | $6,276+34.2% | $6,688+25.9% |
| Admin fee / account holder | $11,258 | $12,013-6.3% | $10,363+8.6% | $13,397-16.0% |