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 | $127,944 | $114,381+11.9% | $107,525+19.0% | $142,382-10.1% |
| Participation rate | 52.4% | 78.1%-25.8pp | 75.1%-22.7pp | 80.1%-27.7pp |
| Annual return | 18.49% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,583 | $4,015-35.7% | $3,754-31.2% | $4,299-39.9% |
| Participant deferral / active EE | $5,648 | $5,564+1.5% | $5,116+10.4% | $6,507-13.2% |
| Admin fee / account holder | $1,504 | $9,860-84.7% | $8,919-83.1% | $12,624-88.1% |