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 | $96,064 | $110,502-13.1% | $80,716+19.0% | $167,490-42.6% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 7.82% | 120.54%-112.7pp | 87.28%-79.5pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,283 | $1,543+48.0% | $1,160+96.8% | $4,837-52.8% |
| Participant deferral / active EE | $7,173 | $2,871+149.9% | $2,146+234.3% | $6,341+13.1% |
| Admin fee / account holder | $870 | $4,545-80.9% | $3,380-74.3% | $12,309-92.9% |