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 | $120,808 | $126,574-4.6% | $106,213+13.7% | $145,922-17.2% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 17.76% | 224.79%-207.0pp | 116.14%-98.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,656 | $3,730-55.6% | $3,171-47.8% | $4,660-64.5% |
| Participant deferral / active EE | $4,180 | $5,724-27.0% | $5,016-16.7% | $6,688-37.5% |
| Admin fee / account holder | $11,647 | $17,304-32.7% | $11,033+5.6% | $13,397-13.1% |