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 | $96,639 | $81,208+19.0% | $98,907-2.3% | $79,858+21.0% |
| Participation rate | 51.7% | 72.5%-20.8pp | 76.0%-24.3pp | 69.6%-17.9pp |
| Annual return | 18.23% | 60.99%-42.8pp | 196.43%-178.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,101 | $1,960+7.2% | $2,689-21.9% | $2,471-15.0% |
| Participant deferral / active EE | $4,466 | $3,265+36.8% | $4,244+5.2% | $3,740+19.4% |
| Admin fee / account holder | $1,003 | $6,013-83.3% | $6,642-84.9% | $5,306-81.1% |