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 | $105,685 | $112,881-6.4% | $90,951+16.2% | $158,922-33.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 15.55% | 215.79%-200.2pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,099 | $2,893-27.5% | $2,122-1.1% | $4,761-55.9% |
| Participant deferral / active EE | $4,200 | $4,128+1.8% | $3,373+24.5% | $5,982-29.8% |
| Admin fee / account holder | $18,288 | $8,041+127.4% | $5,959+206.9% | $11,246+62.6% |