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 | $121,247 | $99,877+21.4% | $84,966+42.7% | $145,922-16.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 14.63% | 83.76%-69.1pp | 66.38%-51.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,131 | $3,231-65.0% | $2,727-58.5% | $4,660-75.7% |
| Participant deferral / active EE | $2,026 | $5,291-61.7% | $4,519-55.2% | $6,688-69.7% |
| Admin fee / account holder | $681 | $7,248-90.6% | $6,149-88.9% | $13,397-94.9% |