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 | $130,329 | $105,181+23.9% | $159,436-18.3% | $85,850+51.8% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.8%-14.8pp | 69.3%-1.3pp |
| Annual return | 12.73% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,157 | $3,318-35.0% | $4,829-55.3% | $2,565-15.9% |
| Participant deferral / active EE | $5,969 | $5,945+0.4% | $7,352-18.8% | $3,952+51.1% |
| Admin fee / account holder | $1,984 | $6,933-71.4% | $10,799-81.6% | $6,260-68.3% |