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 | $99,403 | $95,416+4.2% | $185,823-46.5% | $85,850+15.8% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 13.92% | 23.59%-9.7pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $12,569 | $3,314+279.3% | $5,167+143.2% | $2,565+390.0% |
| Participant deferral / active EE | $6,442 | $3,423+88.2% | $5,568+15.7% | $3,952+63.0% |
| Admin fee / account holder | $4,139 | $7,213-42.6% | $16,237-74.5% | $6,260-33.9% |