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 | $106,286 | $96,635+10.0% | $86,612+22.7% | $139,434-23.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 22.98% | 106.41%-83.4pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,915 | $3,263-10.7% | $3,022-3.6% | $4,751-38.6% |
| Participant deferral / active EE | $7,213 | $4,836+49.1% | $4,438+62.5% | $6,710+7.5% |
| Admin fee / account holder | $592 | $6,408-90.8% | $5,614-89.5% | $11,403-94.8% |