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 | $130,149 | $101,069+28.8% | $81,478+59.7% | $147,584-11.8% |
| Participation rate | 27.3% | 74.5%-47.2pp | 68.0%-40.7pp | 82.8%-55.6pp |
| Annual return | 21.73% | 32.40%-10.7pp | 38.78%-17.0pp | 578.55%-556.8pp |
| Employer contribution / active EE | $618 | $3,205-80.7% | $2,568-75.9% | $4,876-87.3% |
| Participant deferral / active EE | $2,029 | $4,242-52.2% | $3,537-42.6% | $5,439-62.7% |
| Admin fee / account holder | $850 | $5,812-85.4% | $4,561-81.4% | $10,885-92.2% |