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 | $107,355 | $112,881-4.9% | $90,951+18.0% | $158,922-32.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 14.66% | 215.79%-201.1pp | 134.60%-119.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $5,956 | $2,893+105.9% | $2,122+180.7% | $4,761+25.1% |
| Participant deferral / active EE | $6,432 | $4,128+55.8% | $3,373+90.7% | $5,982+7.5% |
| Admin fee / account holder | $2,487 | $8,041-69.1% | $5,959-58.3% | $11,246-77.9% |