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 | $110,118 | $118,849-7.3% | $96,562+14.0% | $167,490-34.3% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.8%-1.4pp | 82.1%-13.7pp |
| Annual return | 17.84% | 50.49%-32.6pp | 37.78%-19.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,353 | $3,120-56.6% | $2,356-42.6% | $4,837-72.0% |
| Participant deferral / active EE | $1,858 | $4,616-59.8% | $3,849-51.7% | $6,341-70.7% |
| Admin fee / account holder | $3,117 | $8,065-61.4% | $6,181-49.6% | $12,309-74.7% |