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 | $106,247 | $100,773+5.4% | $88,946+19.5% | $142,382-25.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 13.79% | 70.18%-56.4pp | 57.82%-44.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $417 | $2,918-85.7% | $2,555-83.7% | $4,299-90.3% |
| Participant deferral / active EE | $1,782 | $5,230-65.9% | $4,581-61.1% | $6,507-72.6% |
| Admin fee / account holder | $897 | $9,693-90.8% | $8,261-89.1% | $12,624-92.9% |