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 | $117,096 | $110,261+6.2% | $95,745+22.3% | $139,434-16.0% |
| Participation rate | 20.0% | 75.8%-55.8pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 18.48% | 27.11%-8.6pp | 28.35%-9.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,297 | $3,257-29.5% | $2,835-19.0% | $4,751-51.7% |
| Participant deferral / active EE | $4,494 | $4,676-3.9% | $4,245+5.9% | $6,710-33.0% |
| Admin fee / account holder | $1,474 | $6,613-77.7% | $5,678-74.0% | $11,403-87.1% |