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 | $102,080 | $100,773+1.3% | $88,946+14.8% | $142,382-28.3% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.8%-23.4pp | 80.1%-34.7pp |
| Annual return | 17.17% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,334 | $2,918+48.5% | $2,555+69.6% | $4,299+0.8% |
| Participant deferral / active EE | $4,472 | $5,230-14.5% | $4,581-2.4% | $6,507-31.3% |
| Admin fee / account holder | $467 | $9,693-95.2% | $8,261-94.3% | $12,624-96.3% |