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 | $111,858 | $56,053+99.6% | $75,972+47.2% | $80,856+38.3% |
| Participation rate | 40.3% | 62.0%-21.8pp | 69.1%-28.8pp | 67.6%-27.4pp |
| Annual return | 10.71% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,575 | $1,874+197.5% | $2,685+107.6% | $2,755+102.4% |
| Participant deferral / active EE | $2,612 | $3,052-14.4% | $4,255-38.6% | $4,296-39.2% |
| Admin fee / account holder | $9,526 | $5,234+82.0% | $6,467+47.3% | $6,918+37.7% |