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 | $81,373 | $112,096-27.4% | $95,952-15.2% | $158,922-48.8% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 12.97% | 171.09%-158.1pp | 91.61%-78.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,108 | $3,198-65.3% | $2,541-56.4% | $4,761-76.7% |
| Participant deferral / active EE | $6,504 | $4,784+36.0% | $4,167+56.1% | $5,982+8.7% |
| Admin fee / account holder | $17,163 | $10,130+69.4% | $6,795+152.6% | $11,246+52.6% |