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 | $107,126 | $118,680-9.7% | $98,907+8.3% | $158,922-32.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 52.75% | 372.35%-319.6pp | 196.43%-143.7pp | 302.83%-250.1pp |
| Employer contribution / active EE | $1,046 | $3,333-68.6% | $2,689-61.1% | $4,761-78.0% |
| Participant deferral / active EE | $1,411 | $5,088-72.3% | $4,244-66.7% | $5,982-76.4% |
| Admin fee / account holder | $1,472 | $10,131-85.5% | $6,642-77.8% | $11,246-86.9% |