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 | $109,290 | $114,381-4.5% | $107,525+1.6% | $142,382-23.2% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.1%-27.2pp | 80.1%-32.3pp |
| Annual return | 13.47% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,796 | $4,015-55.3% | $3,754-52.2% | $4,299-58.2% |
| Participant deferral / active EE | $4,183 | $5,564-24.8% | $5,116-18.2% | $6,507-35.7% |
| Admin fee / account holder | $15,988 | $9,860+62.2% | $8,919+79.3% | $12,624+26.7% |