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 9-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 | $114,148 | $109,982+3.8% | $97,226+17.4% | $145,922-21.8% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-21.9pp |
| Annual return | 13.93% | 242.90%-229.0pp | 75.13%-61.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,499 | $3,084-51.4% | $2,729-45.1% | $4,660-67.8% |
| Participant deferral / active EE | $2,779 | $4,676-40.6% | $4,264-34.8% | $6,688-58.4% |
| Admin fee / account holder | $587 | $6,221-90.6% | $5,654-89.6% | $13,397-95.6% |