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 | $104,382 | $102,317+2.0% | $146,958-29.0% | $80,856+29.1% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.7pp | 67.6%+1.8pp |
| Annual return | 14.29% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,039 | $3,713-18.2% | $4,933-38.4% | $2,755+10.3% |
| Participant deferral / active EE | $8,045 | $6,644+21.1% | $8,070-0.3% | $4,296+87.3% |
| Admin fee / account holder | $2,166 | $7,941-72.7% | $12,998-83.3% | $6,918-68.7% |