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 | $134,268 | $100,773+33.2% | $88,946+51.0% | $142,382-5.7% |
| Participation rate | 68.8% | 74.3%-5.5pp | 68.8%-0.1pp | 80.1%-11.4pp |
| Annual return | 15.32% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,339 | $2,918-54.1% | $2,555-47.6% | $4,299-68.9% |
| Participant deferral / active EE | $2,400 | $5,230-54.1% | $4,581-47.6% | $6,507-63.1% |
| Admin fee / account holder | $9,910 | $9,693+2.2% | $8,261+20.0% | $12,624-21.5% |