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 | $126,101 | $126,574-0.4% | $106,213+18.7% | $145,922-13.6% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.94% | 224.79%-213.8pp | 116.14%-105.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $991 | $3,730-73.4% | $3,171-68.7% | $4,660-78.7% |
| Participant deferral / active EE | $2,730 | $5,724-52.3% | $5,016-45.6% | $6,688-59.2% |
| Admin fee / account holder | $74,193 | $17,304+328.8% | $11,033+572.5% | $13,397+453.8% |