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 | $133,828 | $108,919+22.9% | $100,391+33.3% | $145,922-8.3% |
| Participation rate | 47.1% | 82.9%-35.9pp | 81.5%-34.4pp | 80.3%-33.2pp |
| Annual return | 11.47% | 57.88%-46.4pp | 49.20%-37.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,050 | $4,419-53.6% | $3,942-48.0% | $4,660-56.0% |
| Participant deferral / active EE | $4,590 | $8,445-45.7% | $8,082-43.2% | $6,688-31.4% |
| Admin fee / account holder | $1,978 | $9,689-79.6% | $7,899-75.0% | $13,397-85.2% |