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 | $105,600 | $114,381-7.7% | $107,525-1.8% | $142,382-25.8% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 16.16% | 242.71%-226.5pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,884 | $4,015-28.2% | $3,754-23.2% | $4,299-32.9% |
| Participant deferral / active EE | $6,812 | $5,564+22.4% | $5,116+33.2% | $6,507+4.7% |
| Admin fee / account holder | $1,003 | $9,860-89.8% | $8,919-88.8% | $12,624-92.1% |