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 | $120,091 | $150,187-20.0% | $120,354-0.2% | $145,922-17.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 25.75% | 154.07%-128.3pp | 107.15%-81.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $3,865 | $4,348-11.1% | $3,463+11.6% | $4,660-17.0% |
| Participant deferral / active EE | $10,122 | $6,173+64.0% | $4,991+102.8% | $6,688+51.4% |
| Admin fee / account holder | $1,682 | $12,207-86.2% | $9,423-82.2% | $13,397-87.4% |