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 | $109,945 | $107,334+2.4% | $92,893+18.4% | $152,861-28.1% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.4%-14.0pp |
| Annual return | 19.27% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,243 | $4,221-70.5% | $3,653-66.0% | $4,762-73.9% |
| Participant deferral / active EE | $2,297 | $4,845-52.6% | $4,236-45.8% | $5,850-60.7% |
| Admin fee / account holder | $5,176 | $7,079-26.9% | $5,794-10.7% | $11,596-55.4% |