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 | $155,859 | $112,096+39.0% | $95,952+62.4% | $158,922-1.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 14.79% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,344 | $3,198-26.7% | $2,541-7.8% | $4,761-50.8% |
| Participant deferral / active EE | $4,721 | $4,784-1.3% | $4,167+13.3% | $5,982-21.1% |
| Admin fee / account holder | $8,402 | $10,130-17.1% | $6,795+23.6% | $11,246-25.3% |