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 | $109,005 | $91,538+19.1% | $129,995-16.1% | $75,163+45.0% |
| Participation rate | 67.7% | 71.4%-3.7pp | 78.5%-10.7pp | 67.2%+0.6pp |
| Annual return | 18.27% | -631.11%+649.4pp | -137.18%+155.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,675 | $2,845-41.1% | $4,320-61.2% | $2,670-37.3% |
| Participant deferral / active EE | $6,155 | $4,341+41.8% | $5,820+5.8% | $4,125+49.2% |
| Admin fee / account holder | $14,038 | $6,790+106.7% | $10,614+32.3% | $5,651+148.4% |