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 | $113,400 | $111,724+1.5% | $93,606+21.1% | $145,922-22.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 15.00% | 202.98%-188.0pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,906 | $3,090-5.9% | $2,420+20.1% | $4,660-37.6% |
| Participant deferral / active EE | $6,552 | $4,912+33.4% | $4,411+48.5% | $6,688-2.0% |
| Admin fee / account holder | $3,714 | $10,250-63.8% | $8,285-55.2% | $13,397-72.3% |