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 | $101,268 | $109,327-7.4% | $89,391+13.3% | $158,922-36.3% |
| Participation rate | 60.9% | 74.3%-13.4pp | 68.0%-7.1pp | 82.0%-21.1pp |
| Annual return | 14.94% | 345.68%-330.7pp | 245.62%-230.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,336 | $3,170-26.3% | $2,586-9.7% | $4,761-50.9% |
| Participant deferral / active EE | $4,242 | $4,598-7.7% | $3,890+9.1% | $5,982-29.1% |
| Admin fee / account holder | $2,187 | $6,153-64.5% | $4,881-55.2% | $11,246-80.6% |