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 | $106,879 | $104,907+1.9% | $84,611+26.3% | $152,861-30.1% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 20.84% | 373.79%-352.9pp | 258.74%-237.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,336 | $3,302-59.5% | $2,652-49.6% | $4,762-71.9% |
| Participant deferral / active EE | $4,222 | $4,688-9.9% | $3,899+8.3% | $5,850-27.8% |
| Admin fee / account holder | $468 | $6,241-92.5% | $4,912-90.5% | $11,596-96.0% |