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 | $127,563 | $144,119-11.5% | $117,854+8.2% | $147,584-13.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 13.36% | 531.15%-517.8pp | 335.08%-321.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $961 | $4,896-80.4% | $3,786-74.6% | $4,876-80.3% |
| Participant deferral / active EE | $4,432 | $5,316-16.6% | $4,482-1.1% | $5,439-18.5% |
| Admin fee / account holder | $3,909 | $10,886-64.1% | $8,020-51.3% | $10,885-64.1% |