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 | $139,606 | $107,334+30.1% | $92,893+50.3% | $152,861-8.7% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 22.39% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,359 | $4,221-44.1% | $3,653-35.4% | $4,762-50.5% |
| Participant deferral / active EE | $6,280 | $4,845+29.6% | $4,236+48.3% | $5,850+7.4% |
| Admin fee / account holder | $5,289 | $7,079-25.3% | $5,794-8.7% | $11,596-54.4% |