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 | $129,635 | $112,881+14.8% | $90,951+42.5% | $158,922-18.4% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.6pp | 82.0%-45.6pp |
| Annual return | 14.22% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,085 | $2,893-62.5% | $2,122-48.9% | $4,761-77.2% |
| Participant deferral / active EE | $5,913 | $4,128+43.3% | $3,373+75.3% | $5,982-1.1% |
| Admin fee / account holder | $9,446 | $8,041+17.5% | $5,959+58.5% | $11,246-16.0% |