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 | $134,110 | $105,181+27.5% | $159,436-15.9% | $85,850+56.2% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.8%-25.2pp | 69.3%-11.7pp |
| Annual return | 12.72% | 45.07%-32.4pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,413 | $3,318-57.4% | $4,829-70.7% | $2,565-44.9% |
| Participant deferral / active EE | $3,032 | $5,945-49.0% | $7,352-58.8% | $3,952-23.3% |
| Admin fee / account holder | $15,917 | $6,933+129.6% | $10,799+47.4% | $6,260+154.3% |