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 | $130,744 | $100,773+29.7% | $88,946+47.0% | $142,382-8.2% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 15.63% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,239 | $2,918+79.6% | $2,555+105.1% | $4,299+21.9% |
| Participant deferral / active EE | $5,275 | $5,230+0.9% | $4,581+15.1% | $6,507-18.9% |
| Admin fee / account holder | $844 | $9,693-91.3% | $8,261-89.8% | $12,624-93.3% |