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 | $94,990 | $107,334-11.5% | $92,893+2.3% | $152,861-37.9% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 24.73% | 145.58%-120.8pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,495 | $4,221-64.6% | $3,653-59.1% | $4,762-68.6% |
| Participant deferral / active EE | $4,779 | $4,845-1.4% | $4,236+12.8% | $5,850-18.3% |
| Admin fee / account holder | $829 | $7,079-88.3% | $5,794-85.7% | $11,596-92.9% |