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 | $109,155 | $100,852+8.2% | $90,404+20.7% | $158,922-31.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 13.05% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $656 | $3,689-82.2% | $3,262-79.9% | $4,761-86.2% |
| Participant deferral / active EE | $4,598 | $4,348+5.8% | $3,963+16.0% | $5,982-23.1% |
| Admin fee / account holder | $20,577 | $6,501+216.5% | $5,611+266.7% | $11,246+83.0% |