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 | $118,336 | $108,642+8.9% | $74,701+58.4% | $152,861-22.6% |
| Participation rate | 26.1% | 65.3%-39.3pp | 54.5%-28.4pp | 82.4%-56.4pp |
| Annual return | 16.62% | 114.06%-97.4pp | 752.92%-736.3pp | 345.32%-328.7pp |
| Employer contribution / active EE | $874 | $1,503-41.9% | $1,084-19.4% | $4,762-81.7% |
| Participant deferral / active EE | $1,871 | $2,712-31.0% | $1,964-4.7% | $5,850-68.0% |
| Admin fee / account holder | $8,047 | $4,902+64.1% | $3,333+141.4% | $11,596-30.6% |